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 | $35,947 | +201.5% | 508 | +209.8% | 0.00% | +300.0% |
| Q2 2023 | $11,921 | +62.9% | 164 | +64.0% | 0.00% | 0.0% |
| Q1 2023 | $7,316 | -93.2% | 100 | -93.0% | 0.00% | -92.9% |
| Q4 2022 | $108,120 | +68.9% | 1,431 | +47.8% | 0.01% | +75.0% |
| Q3 2022 | $64,000 | +52.4% | 968 | +65.8% | 0.01% | +60.0% |
| Q2 2022 | $42,000 | -50.6% | 584 | -45.8% | 0.01% | -50.0% |
| Q1 2022 | $85,000 | -50.6% | 1,078 | -49.2% | 0.01% | -50.0% |
| Q4 2021 | $172,000 | -2.8% | 2,122 | -11.0% | 0.02% | -9.1% |
| Q3 2021 | $177,000 | +113.3% | 2,385 | +117.2% | 0.02% | +120.0% |
| Q2 2021 | $83,000 | +1975.0% | 1,098 | +1730.0% | 0.01% | +900.0% |
| Q1 2021 | $4,000 | -76.5% | 60 | -76.8% | 0.00% | -66.7% |
| Q4 2020 | $17,000 | -60.5% | 259 | -66.5% | 0.00% | -57.1% |
| Q3 2020 | $43,000 | – | 773 | +12783.3% | 0.01% | – |
| Q4 2019 | $0 | -100.0% | 6 | -94.4% | 0.00% | -100.0% |
| Q4 2018 | $5,000 | – | 107 | – | 0.00% | – |
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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% |