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 | $1,232,149 | +10.4% | 17,413 | +13.3% | 0.12% | +15.7% |
| Q2 2023 | $1,116,568 | +7.2% | 15,375 | +8.0% | 0.11% | +4.9% |
| Q1 2023 | $1,041,737 | -2.5% | 14,239 | +0.7% | 0.10% | -4.6% |
| Q4 2022 | $1,068,342 | +5.6% | 14,143 | -7.2% | 0.11% | +0.9% |
| Q3 2022 | $1,012,000 | -2.2% | 15,239 | +5.4% | 0.11% | +1.9% |
| Q2 2022 | $1,035,000 | -8.5% | 14,453 | +0.8% | 0.10% | +2.9% |
| Q1 2022 | $1,131,000 | -2.0% | 14,340 | +0.4% | 0.10% | +2.0% |
| Q4 2021 | $1,154,000 | -1.7% | 14,281 | -9.7% | 0.10% | -11.5% |
| Q3 2021 | $1,174,000 | -7.0% | 15,810 | -5.3% | 0.11% | -5.8% |
| Q2 2021 | $1,262,000 | +3.2% | 16,691 | -0.5% | 0.12% | -2.4% |
| Q1 2021 | $1,223,000 | +12.2% | 16,778 | -1.3% | 0.12% | +7.9% |
| Q4 2020 | $1,090,000 | – | 17,000 | – | 0.11% | – |
Download | ||||||
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% |