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 | $568,952 | -8.3% | 8,041 | -5.9% | 0.25% | +2.0% |
| Q2 2023 | $620,416 | -0.9% | 8,543 | +0.3% | 0.24% | -22.0% |
| Q1 2023 | $626,147 | +74.1% | 8,519 | +78.9% | 0.31% | +89.7% |
| Q4 2022 | $359,622 | +14.2% | 4,761 | +0.5% | 0.16% | +3.1% |
| Q3 2022 | $315,000 | -18.8% | 4,737 | -12.6% | 0.16% | -18.8% |
| Q2 2022 | $388,000 | +4.9% | 5,419 | +15.6% | 0.20% | +20.1% |
| Q1 2022 | $370,000 | 0.0% | 4,689 | +2.4% | 0.16% | +10.1% |
| Q4 2021 | $370,000 | +40.7% | 4,579 | +29.1% | 0.15% | +21.1% |
| Q3 2021 | $263,000 | +24.6% | 3,546 | +27.6% | 0.12% | +28.1% |
| Q2 2021 | $211,000 | 0.0% | 2,780 | +0.3% | 0.10% | -7.7% |
| Q1 2021 | $211,000 | – | 2,771 | – | 0.10% | – |
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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% |