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 | $1,292,290 | -2.4% | 18,263 | +0.1% | 0.69% | -1.4% |
| Q2 2023 | $1,324,516 | -3.7% | 18,239 | -3.0% | 0.70% | -8.5% |
| Q1 2023 | $1,375,408 | -3.8% | 18,800 | -0.6% | 0.77% | -9.1% |
| Q4 2022 | $1,429,292 | +14.8% | 18,921 | +0.9% | 0.84% | +12.2% |
| Q3 2022 | $1,245,000 | -6.8% | 18,746 | +0.5% | 0.75% | +7.9% |
| Q2 2022 | $1,336,000 | -9.1% | 18,651 | +0.2% | 0.70% | -3.6% |
| Q1 2022 | $1,469,000 | -4.9% | 18,620 | -2.6% | 0.72% | -1.0% |
| Q4 2021 | $1,545,000 | – | 19,118 | – | 0.73% | – |
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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% |