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 | $3,214,544 | -9.3% | 46,406 | -2.3% | 7.47% | -6.2% |
| Q2 2023 | $3,543,269 | +4.5% | 47,516 | -2.0% | 7.96% | +4.3% |
| Q1 2023 | $3,389,377 | +1.6% | 48,482 | +9.8% | 7.64% | +6.3% |
| Q4 2022 | $3,334,789 | +19.9% | 44,146 | +5.4% | 7.19% | +10.5% |
| Q3 2022 | $2,782,000 | -35.2% | 41,876 | -30.1% | 6.51% | -34.8% |
| Q2 2022 | $4,294,000 | -8.2% | 59,951 | +1.1% | 9.99% | +3.0% |
| Q1 2022 | $4,680,000 | -3.6% | 59,323 | -1.2% | 9.70% | +1.2% |
| Q4 2021 | $4,855,000 | +38.4% | 60,059 | +27.1% | 9.58% | +8.1% |
| Q3 2021 | $3,509,000 | +0.1% | 47,265 | +1.9% | 8.86% | -2.8% |
| Q2 2021 | $3,507,000 | – | 46,376 | – | 9.12% | – |
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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% |