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 | $546,479 | -48.3% | 7,723 | -47.0% | 0.11% | -47.6% |
| Q2 2023 | $1,057,202 | -5.0% | 14,558 | -4.3% | 0.21% | -8.2% |
| Q1 2023 | $1,112,837 | +234.7% | 15,211 | +245.6% | 0.23% | +216.4% |
| Q4 2022 | $332,452 | +39.7% | 4,401 | +32.3% | 0.07% | +35.2% |
| Q2 2022 | $238,000 | -9.2% | 3,326 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $262,000 | -2.6% | 3,326 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $269,000 | +8.9% | 3,326 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $247,000 | -2.0% | 3,326 | 0.0% | 0.05% | -5.3% |
| Q2 2021 | $252,000 | +3.7% | 3,326 | 0.0% | 0.06% | -1.7% |
| Q1 2021 | $243,000 | +14.1% | 3,326 | 0.0% | 0.06% | +7.4% |
| Q4 2020 | $213,000 | -30.4% | 3,326 | -51.2% | 0.05% | -52.6% |
| Q1 2020 | $306,000 | – | 6,819 | – | 0.11% | – |
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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% |