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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $237,485 | -92.8% | 3,270 | -92.8% | 0.08% | -93.2% |
| Q1 2023 | $3,312,692 | -1.4% | 45,280 | +1.8% | 1.19% | -9.0% |
| Q4 2022 | $3,359,340 | +25.2% | 44,471 | +10.1% | 1.30% | +15.2% |
| Q3 2022 | $2,683,000 | -8.2% | 40,386 | -1.1% | 1.13% | -3.0% |
| Q2 2022 | $2,924,000 | +40.8% | 40,824 | +55.1% | 1.17% | +37.4% |
| Q1 2022 | $2,077,000 | +3.1% | 26,324 | +5.6% | 0.85% | +14.6% |
| Q4 2021 | $2,015,000 | +13.6% | 24,932 | +4.4% | 0.74% | -19.1% |
| Q3 2021 | $1,774,000 | +5.0% | 23,890 | +7.0% | 0.92% | +0.5% |
| Q2 2021 | $1,689,000 | +11.2% | 22,336 | +7.2% | 0.91% | +0.4% |
| Q1 2021 | $1,519,000 | +19.3% | 20,832 | +5.0% | 0.91% | +9.4% |
| Q4 2020 | $1,273,000 | – | 19,846 | – | 0.83% | – |
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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% |