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 | $60,340,981 | +206.9% | 853,362 | +211.7% | 3.01% | +19.2% |
| Q2 2023 | $19,658,973 | -64.4% | 273,764 | -63.7% | 2.53% | -8.9% |
| Q1 2023 | $55,252,885 | -8.6% | 754,167 | -5.8% | 2.77% | -1.1% |
| Q4 2022 | $60,445,944 | +44.3% | 800,185 | +26.9% | 2.80% | +12.0% |
| Q3 2022 | $41,885,000 | +16.1% | 630,508 | +25.1% | 2.50% | +19.9% |
| Q2 2022 | $36,089,000 | +14.8% | 503,826 | +26.4% | 2.09% | +81.4% |
| Q1 2022 | $31,449,000 | +67.8% | 398,643 | +72.0% | 1.15% | +68.0% |
| Q4 2021 | $18,737,000 | – | 231,807 | – | 0.68% | – |
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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% |