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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,635,890 | +6.2% | 60,890 | -1.3% | 1.72% | -1.6% |
| Q3 2023 | $4,365,134 | -1.2% | 61,684 | +1.4% | 1.75% | +2.0% |
| Q2 2023 | $4,417,860 | +0.9% | 60,831 | +1.7% | 1.71% | -3.9% |
| Q1 2023 | $4,377,032 | -3.2% | 59,824 | -0.0% | 1.78% | +1.5% |
| Q4 2022 | $4,520,010 | +13.8% | 59,836 | +0.1% | 1.76% | +3.5% |
| Q3 2022 | $3,972,000 | -7.4% | 59,791 | -0.1% | 1.70% | -4.6% |
| Q2 2022 | $4,288,000 | -7.4% | 59,870 | +2.0% | 1.78% | +5.7% |
| Q1 2022 | $4,631,000 | -1.3% | 58,707 | +1.2% | 1.68% | +2.7% |
| Q4 2021 | $4,691,000 | – | 58,037 | – | 1.64% | – |
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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% |