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 | $20,596,252 | -1.8% | 291,072 | +0.8% | 11.79% | +4.3% |
| Q2 2023 | $20,977,925 | +1.2% | 288,873 | +1.9% | 11.30% | -0.8% |
| Q1 2023 | $20,737,321 | -3.6% | 283,452 | -0.5% | 11.39% | +5.5% |
| Q4 2022 | $21,509,919 | -25.5% | 284,749 | -34.5% | 10.80% | -13.3% |
| Q3 2022 | $28,871,941 | +39.6% | 434,622 | +50.5% | 12.45% | +7.9% |
| Q2 2022 | $20,681,502 | +8.3% | 288,727 | +19.3% | 11.54% | +25.0% |
| Q1 2022 | $19,088,665 | -1.8% | 241,966 | +0.6% | 9.24% | -31.6% |
| Q4 2021 | $19,437,858 | – | 240,478 | – | 13.50% | – |
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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% |