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 | $469,489 | -5.3% | 6,648 | -1.1% | 0.34% | -3.4% |
| Q2 2023 | $495,827 | -2.0% | 6,720 | -4.2% | 0.35% | -9.8% |
| Q1 2023 | $506,014 | -9.5% | 7,012 | -3.7% | 0.39% | -10.2% |
| Q4 2022 | $559,189 | +38.4% | 7,281 | +19.9% | 0.43% | +21.8% |
| Q3 2022 | $404,000 | +14.1% | 6,074 | +23.2% | 0.35% | +22.1% |
| Q2 2022 | $354,000 | -5.6% | 4,932 | +0.8% | 0.29% | -2.0% |
| Q1 2022 | $375,000 | -2.6% | 4,893 | -0.8% | 0.30% | +1.7% |
| Q4 2021 | $385,000 | – | 4,934 | – | 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% |