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 | $221,081 | +26.5% | 3,124 | +29.8% | 0.18% | +33.3% |
| Q2 2023 | $174,809 | +0.0% | 2,407 | +0.8% | 0.14% | -4.9% |
| Q1 2023 | $174,782 | +0.4% | 2,389 | +3.7% | 0.14% | -4.7% |
| Q4 2022 | $174,033 | +19.2% | 2,304 | +4.7% | 0.15% | +27.4% |
| Q3 2022 | $146,000 | -6.4% | 2,201 | +0.8% | 0.12% | +2.6% |
| Q2 2022 | $156,000 | -4.3% | 2,184 | +5.7% | 0.11% | +4.6% |
| Q1 2022 | $163,000 | -13.3% | 2,066 | -10.9% | 0.11% | -9.9% |
| Q4 2021 | $188,000 | +9.9% | 2,320 | +0.6% | 0.12% | 0.0% |
| Q3 2021 | $171,000 | -1.2% | 2,306 | +0.7% | 0.12% | -1.6% |
| Q2 2021 | $173,000 | +4.2% | 2,291 | +0.6% | 0.12% | -5.4% |
| Q1 2021 | $166,000 | +14.5% | 2,278 | +0.5% | 0.13% | +6.6% |
| Q4 2020 | $145,000 | – | 2,266 | – | 0.12% | – |
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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% |