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 | $33,925,314 | +43.2% | 479,442 | +47.0% | 1.16% | -32.6% |
| Q2 2023 | $23,689,603 | -13.7% | 326,213 | -13.0% | 1.72% | -17.4% |
| Q1 2023 | $27,436,418 | +6.1% | 375,019 | +9.5% | 2.08% | -2.7% |
| Q4 2022 | $25,864,514 | +9.4% | 342,395 | -3.8% | 2.13% | -4.7% |
| Q3 2022 | $23,640,000 | -1.3% | 355,874 | +6.4% | 2.24% | +1.6% |
| Q2 2022 | $23,953,000 | -16.2% | 334,397 | -7.7% | 2.20% | -1.3% |
| Q1 2022 | $28,588,000 | +5.1% | 362,387 | +7.7% | 2.23% | +12.6% |
| Q4 2021 | $27,192,000 | – | 336,417 | – | 1.98% | – |
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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% |