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 | $5,071,511 | -2.3% | 71,672 | +0.3% | 0.77% | +2.3% |
| Q2 2023 | $5,188,989 | +2.9% | 71,454 | +3.7% | 0.75% | -4.3% |
| Q1 2023 | $5,041,456 | +12.2% | 68,910 | +15.8% | 0.78% | +6.2% |
| Q4 2022 | $4,493,497 | +18.0% | 59,485 | +3.8% | 0.74% | +9.0% |
| Q3 2022 | $3,807,000 | -3.3% | 57,309 | +4.3% | 0.68% | +0.1% |
| Q2 2022 | $3,937,000 | -1.3% | 54,963 | +8.7% | 0.68% | +10.7% |
| Q1 2022 | $3,988,000 | -1.9% | 50,546 | +0.5% | 0.61% | -0.3% |
| Q4 2021 | $4,064,000 | +12.4% | 50,280 | +3.2% | 0.61% | +4.1% |
| Q3 2021 | $3,617,000 | +4.1% | 48,715 | +6.0% | 0.59% | +5.2% |
| Q2 2021 | $3,475,000 | +36.0% | 45,957 | +31.1% | 0.56% | +28.5% |
| Q1 2021 | $2,556,000 | +61.2% | 35,049 | +41.8% | 0.44% | +50.0% |
| Q4 2020 | $1,586,000 | – | 24,724 | – | 0.29% | – |
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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% |