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 | $676,057 | -3.8% | 9,554 | -1.3% | 0.38% | -4.1% |
| Q2 2023 | $703,094 | -2.7% | 9,682 | -2.0% | 0.39% | -9.3% |
| Q1 2023 | $722,650 | -2.2% | 9,878 | +1.0% | 0.43% | -9.4% |
| Q4 2022 | $738,992 | +45.2% | 9,783 | +27.6% | 0.48% | +33.6% |
| Q3 2022 | $509,000 | -6.6% | 7,669 | +0.9% | 0.36% | -8.0% |
| Q2 2022 | $545,000 | +7.5% | 7,601 | +18.3% | 0.39% | +9.3% |
| Q1 2022 | $507,000 | -1.7% | 6,425 | +0.6% | 0.36% | +0.6% |
| Q4 2021 | $516,000 | +5.1% | 6,384 | -3.5% | 0.35% | +99.4% |
| Q3 2021 | $491,000 | -7.5% | 6,618 | -6.2% | 0.18% | -18.8% |
| Q2 2021 | $531,000 | +45.1% | 7,056 | +40.7% | 0.22% | +8.5% |
| Q1 2021 | $366,000 | +16.2% | 5,014 | +2.2% | 0.20% | 0.0% |
| Q4 2020 | $315,000 | – | 4,906 | – | 0.20% | – |
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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% |