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 | $975,582 | -12.1% | 14,309 | -4.9% | 0.47% | +9.5% |
| Q2 2023 | $1,109,763 | -7.8% | 15,042 | -9.0% | 0.43% | -15.5% |
| Q1 2023 | $1,203,875 | -1.6% | 16,525 | +2.6% | 0.51% | -11.2% |
| Q4 2022 | $1,222,952 | +9.9% | 16,104 | -3.9% | 0.57% | -24.3% |
| Q3 2022 | $1,113,000 | -10.4% | 16,761 | -3.4% | 0.76% | -16.5% |
| Q2 2022 | $1,242,000 | -8.7% | 17,342 | +0.6% | 0.91% | -14.7% |
| Q1 2022 | $1,360,000 | +62.3% | 17,244 | +66.4% | 1.06% | +59.8% |
| Q4 2021 | $838,000 | – | 10,362 | – | 0.66% | – |
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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% |