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 | $590,800 | +10.6% | 8,349 | +13.5% | 0.37% | +3.7% |
| Q2 2023 | $534,279 | -38.0% | 7,357 | -37.5% | 0.35% | -36.4% |
| Q1 2023 | $861,536 | +25.7% | 11,776 | +29.8% | 0.56% | +27.3% |
| Q4 2022 | $685,548 | +37.4% | 9,075 | +20.7% | 0.44% | +25.3% |
| Q3 2022 | $499,000 | -34.5% | 7,519 | -29.3% | 0.35% | -37.7% |
| Q2 2022 | $762,000 | -22.6% | 10,637 | -14.8% | 0.56% | -11.8% |
| Q1 2022 | $985,000 | +13.9% | 12,483 | +16.7% | 0.63% | -0.2% |
| Q4 2021 | $865,000 | -94.6% | 10,701 | -95.1% | 0.64% | -94.9% |
| Q3 2021 | $16,165,000 | +3.4% | 217,741 | +4.9% | 12.47% | +5.2% |
| Q2 2021 | $15,628,000 | – | 207,657 | – | 11.85% | – |
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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% |