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 | $1,730,081 | +1.2% | 24,603 | +7.2% | 0.82% | +4.1% |
| Q2 2023 | $1,709,650 | +13.2% | 22,948 | +9.6% | 0.78% | +4.5% |
| Q1 2023 | $1,510,440 | +16.3% | 20,932 | +24.3% | 0.75% | +11.8% |
| Q4 2022 | $1,299,102 | +101.1% | 16,834 | +75.2% | 0.67% | +63.5% |
| Q3 2022 | $646,000 | +42.3% | 9,610 | +52.1% | 0.41% | +63.1% |
| Q2 2022 | $454,000 | +2.9% | 6,317 | +13.0% | 0.25% | +23.5% |
| Q1 2022 | $441,000 | +5.8% | 5,589 | +8.4% | 0.20% | +10.9% |
| Q4 2021 | $417,000 | +5.8% | 5,155 | +0.5% | 0.18% | 0.0% |
| Q3 2021 | $394,000 | +42.2% | 5,131 | +40.0% | 0.18% | +36.3% |
| Q2 2021 | $277,000 | – | 3,664 | – | 0.14% | – |
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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% |