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 | $915,339 | -11.6% | 12,936 | -9.3% | 0.47% | -10.0% |
| Q2 2023 | $1,035,757 | -0.9% | 14,263 | -0.2% | 0.52% | -8.8% |
| Q1 2023 | $1,045,212 | -0.2% | 14,287 | +3.1% | 0.57% | -5.9% |
| Q4 2022 | $1,046,857 | +114939.2% | 13,858 | +1.1% | 0.61% | +4.5% |
| Q3 2022 | $910 | +0.3% | 13,706 | +8.2% | 0.58% | +5.6% |
| Q2 2022 | $907 | -7.9% | 12,666 | +1.4% | 0.55% | +8.3% |
| Q1 2022 | $985 | +3.0% | 12,487 | +5.5% | 0.51% | +6.7% |
| Q4 2021 | $956 | +8.3% | 11,833 | -0.5% | 0.48% | -3.6% |
| Q3 2021 | $883 | +3.8% | 11,888 | +5.7% | 0.49% | +0.8% |
| Q2 2021 | $851 | +13.8% | 11,247 | +9.6% | 0.49% | +3.4% |
| Q1 2021 | $748 | +14.0% | 10,260 | +0.2% | 0.47% | +5.8% |
| Q4 2020 | $656 | +15.7% | 10,240 | +0.3% | 0.45% | +0.9% |
| Q3 2020 | $567 | +8.6% | 10,212 | +1.4% | 0.44% | -1.6% |
| Q2 2020 | $522 | +14.2% | 10,068 | -1.2% | 0.45% | -10.2% |
| Q1 2020 | $457 | – | 10,193 | – | 0.50% | – |
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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% |