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 | $36,507,418 | +2.5% | 515,933 | +5.5% | 12.27% | +4.6% |
| Q2 2023 | $35,608,384 | +3.4% | 489,108 | +3.9% | 11.73% | -3.2% |
| Q1 2023 | $34,452,311 | +0.5% | 470,917 | +3.8% | 12.12% | -0.6% |
| Q4 2022 | $34,277,030 | +15.9% | 453,760 | +2.0% | 12.19% | +5.3% |
| Q3 2022 | $29,576,000 | +11.1% | 444,997 | +19.7% | 11.58% | +6.7% |
| Q2 2022 | $26,631,000 | -9.9% | 371,789 | +0.7% | 10.85% | +12.8% |
| Q1 2022 | $29,566,000 | +0.7% | 369,289 | +0.3% | 9.62% | -6.6% |
| Q4 2021 | $29,366,000 | – | 368,204 | – | 10.30% | – |
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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% |