SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,337 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,934,495 | +1.9% | 239,323 | +4.6% | 14.08% | -6.4% |
| Q2 2023 | $16,616,618 | -2.1% | 228,816 | -1.4% | 15.04% | -3.9% |
| Q1 2023 | $16,973,047 | -4.9% | 231,999 | -1.8% | 15.66% | +17.9% |
| Q4 2022 | $17,852,973 | +14.4% | 236,338 | +0.6% | 13.28% | +13.4% |
| Q3 2022 | $15,611,000 | +3.7% | 235,001 | +12.6% | 11.71% | -4.0% |
| Q2 2022 | $15,060,000 | -7.3% | 208,676 | +1.4% | 12.20% | +39.3% |
| Q1 2022 | $16,238,000 | -3.6% | 205,827 | -1.3% | 8.76% | +3.0% |
| Q4 2021 | $16,848,000 | +3.7% | 208,439 | -4.7% | 8.51% | -10.9% |
| Q3 2021 | $16,244,000 | -3.0% | 218,803 | -1.2% | 9.55% | +8.1% |
| Q2 2021 | $16,747,000 | +13.8% | 221,461 | +9.7% | 8.83% | +12.1% |
| Q1 2021 | $14,715,000 | +24.6% | 201,802 | +9.6% | 7.87% | +16.9% |
| Q4 2020 | $11,808,000 | -32.3% | 184,097 | -41.6% | 6.73% | -38.0% |
| Q3 2020 | $17,445,000 | +4.2% | 315,470 | -2.5% | 10.86% | +10.3% |
| Q2 2020 | $16,741,000 | – | 323,496 | – | 9.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 183,828 | $13,994,791 | 3.68% |
| JUNCTURE WEALTH STRATEGIES, LLC | 96,138 | $7,318,986 | 3.32% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 116,195 | $8,846 | 3.23% |
| Curbstone Financial Management Corp | 109,402 | $8,328,774 | 1.89% |
| CHANNEL WEALTH LLC | 51,864 | $3,948,420 | 1.86% |
| High Net Worth Advisory Group LLC | 60,890 | $4,635,890 | 1.72% |
| RVW Wealth, LLC | 203,168 | $15,467,208 | 1.70% |
| Agate Pass Investment Management, LLC | 33,226 | $2,529,488 | 1.47% |
| Capital Market Strategies LLC | 21,141 | $1,609,464 | 1.40% |
| Arden Trust Co | 90,983 | $6,926,538 | 1.02% |