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 | $4,641,408 | -31.4% | 65,594 | -29.6% | 3.57% | -26.9% |
| Q2 2023 | $6,767,040 | -2.1% | 93,184 | -1.4% | 4.88% | -10.8% |
| Q1 2023 | $6,914,870 | -10.9% | 94,517 | -8.0% | 5.48% | -11.5% |
| Q4 2022 | $7,762,590 | +21.3% | 102,761 | +6.7% | 6.19% | +9.5% |
| Q3 2022 | $6,399,000 | -5.5% | 96,321 | +1.8% | 5.65% | -5.2% |
| Q2 2022 | $6,775,000 | -5.4% | 94,588 | +4.2% | 5.96% | +3.9% |
| Q1 2022 | $7,164,000 | +5.2% | 90,806 | +7.7% | 5.74% | +20.4% |
| Q4 2021 | $6,813,000 | – | 84,293 | – | 4.76% | – |
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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% |