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 | $3,511,481 | -5.7% | 49,612 | -3.2% | 2.37% | -3.2% |
| Q2 2023 | $3,722,805 | +20.1% | 51,254 | -92.8% | 2.45% | -3.1% |
| Q1 2023 | $3,100,570 | -28.8% | 707,528 | +1251.6% | 2.53% | -6.7% |
| Q4 2022 | $4,357,587 | +22.6% | 52,348 | -1.9% | 2.71% | +15.6% |
| Q3 2022 | $3,553,000 | -11.2% | 53,374 | -4.4% | 2.34% | +1.8% |
| Q2 2022 | $4,002,000 | -33.9% | 55,833 | -27.2% | 2.30% | -23.4% |
| Q1 2022 | $6,059,000 | -19.4% | 76,677 | -17.5% | 3.01% | -20.5% |
| Q4 2021 | $7,518,000 | +6.3% | 92,967 | -2.2% | 3.78% | -6.6% |
| Q3 2021 | $7,073,000 | -11.7% | 95,048 | -10.9% | 4.05% | -18.9% |
| Q2 2021 | $8,012,000 | +5.3% | 106,664 | +3.7% | 4.99% | +9.4% |
| Q1 2021 | $7,609,000 | +22.7% | 102,813 | +9.3% | 4.56% | -3.3% |
| Q4 2020 | $6,202,000 | – | 94,102 | – | 4.72% | – |
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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% |