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 | $551,025 | +32.3% | 7,787 | +35.7% | 0.34% | +39.7% |
| Q2 2023 | $416,637 | +2.4% | 5,737 | +3.1% | 0.24% | -4.7% |
| Q1 2023 | $406,903 | +19.1% | 5,562 | +23.0% | 0.25% | +10.0% |
| Q4 2022 | $341,550 | -4.6% | 4,521 | -16.0% | 0.23% | -28.7% |
| Q3 2022 | $358,000 | +4.7% | 5,385 | +12.7% | 0.32% | -2.7% |
| Q2 2022 | $342,000 | -17.4% | 4,779 | -8.9% | 0.33% | +1.8% |
| Q1 2022 | $414,000 | +18.6% | 5,247 | +21.5% | 0.33% | +13.5% |
| Q4 2021 | $349,000 | – | 4,318 | – | 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% |