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 | $82,282,134 | +3.2% | 1,162,834 | +5.9% | 0.81% | +1.4% |
| Q2 2023 | $79,705,751 | -9.3% | 1,097,573 | -8.6% | 0.80% | -16.3% |
| Q1 2023 | $87,876,150 | +32.7% | 1,201,150 | +37.0% | 0.95% | +62.1% |
| Q4 2022 | $66,212,623 | -99.9% | 876,524 | -47.5% | 0.59% | -1.0% |
| Q3 2022 | $55,541,486,000 | +113486.4% | 1,670,506 | +144.7% | 0.59% | +18.1% |
| Q2 2022 | $48,898,000 | +3.0% | 682,644 | +13.5% | 0.50% | +1.8% |
| Q1 2022 | $47,457,000 | +20.0% | 601,557 | +22.9% | 0.49% | +23.5% |
| Q4 2021 | $39,548,000 | -11.0% | 489,276 | -18.2% | 0.40% | -9.9% |
| Q3 2021 | $44,419,000 | +83.1% | 598,318 | +86.5% | 0.44% | +61.5% |
| Q2 2021 | $24,262,000 | +53.3% | 320,840 | +47.8% | 0.28% | +36.8% |
| Q1 2021 | $15,831,000 | -41.7% | 217,101 | -49.0% | 0.20% | -36.2% |
| Q4 2020 | $27,134,000 | -99.6% | 425,493 | +249.5% | 0.32% | +148.0% |
| Q3 2020 | $6,780,000,000 | – | 121,741 | – | 0.13% | – |
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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% |