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 | $12,762 | -10.9% | 180,346 | -8.5% | 2.23% | -7.4% |
| Q2 2023 | $14,319 | -16.8% | 197,165 | -16.0% | 2.41% | -20.5% |
| Q1 2023 | $17,200 | -15.7% | 234,624 | -10.6% | 3.03% | -17.3% |
| Q4 2022 | $20,399 | -99.9% | 262,373 | +32.6% | 3.66% | +26.9% |
| Q3 2022 | $13,845,000 | +8.6% | 197,816 | +12.7% | 2.88% | +7.2% |
| Q2 2022 | $12,754,000 | +14.7% | 175,575 | +24.5% | 2.69% | +26.3% |
| Q1 2022 | $11,122,000 | +25.3% | 140,984 | +28.4% | 2.13% | +30.1% |
| Q4 2021 | $8,874,000 | +21.6% | 109,784 | +11.7% | 1.64% | +23.9% |
| Q3 2021 | $7,299,000 | -9.0% | 98,320 | -7.4% | 1.32% | -9.8% |
| Q2 2021 | $8,025,000 | +44.4% | 106,120 | +39.3% | 1.46% | +35.0% |
| Q1 2021 | $5,556,000 | +25.8% | 76,197 | +10.7% | 1.08% | +17.2% |
| Q4 2020 | $4,415,000 | +12.7% | 68,841 | -2.8% | 0.93% | +3.3% |
| Q3 2020 | $3,917,000 | -4.4% | 70,829 | -10.5% | 0.90% | -5.0% |
| Q2 2020 | $4,096,000 | -13.5% | 79,143 | -24.9% | 0.94% | -28.0% |
| Q1 2020 | $4,737,000 | -29.5% | 105,315 | -9.2% | 1.31% | -22.1% |
| Q4 2019 | $6,719,000 | +17.7% | 115,997 | +11.3% | 1.68% | +7.3% |
| Q3 2019 | $5,708,000 | +2.2% | 104,205 | -0.9% | 1.56% | +2.0% |
| Q2 2019 | $5,583,000 | -1.2% | 105,192 | -2.7% | 1.54% | -5.2% |
| Q1 2019 | $5,653,000 | +9.6% | 108,131 | -1.5% | 1.62% | -3.2% |
| Q4 2018 | $5,157,000 | -0.4% | 109,789 | +12.4% | 1.67% | -6.8% |
| Q3 2018 | $5,179,000 | -17.2% | 97,716 | -23.0% | 1.80% | -24.8% |
| Q2 2018 | $6,257,000 | -36.4% | 126,949 | -36.7% | 2.39% | -34.7% |
| Q1 2018 | $9,835,000 | +47.7% | 200,587 | +54.1% | 3.66% | +57.9% |
| Q4 2017 | $6,659,000 | +214.8% | 130,136 | +187.9% | 2.32% | +220.8% |
| Q3 2017 | $2,115,000 | -0.4% | 45,197 | -4.0% | 0.72% | -5.4% |
| Q2 2017 | $2,123,000 | -6.4% | 47,080 | -7.5% | 0.76% | -11.7% |
| Q1 2017 | $2,269,000 | -4.5% | 50,896 | -6.7% | 0.86% | -20.9% |
| Q4 2016 | $2,377,000 | +13.0% | 54,557 | +9.7% | 1.09% | +0.6% |
| Q3 2016 | $2,103,000 | +88.3% | 49,712 | +84.5% | 1.09% | +86.9% |
| Q2 2016 | $1,117,000 | +146.0% | 26,948 | +138.0% | 0.58% | +139.1% |
| Q1 2016 | $454,000 | +15.2% | 11,321 | +10.8% | 0.24% | +4.7% |
| Q4 2015 | $394,000 | -5.7% | 10,215 | -12.2% | 0.23% | -8.3% |
| Q3 2015 | $418,000 | -43.4% | 11,628 | -39.8% | 0.25% | -39.3% |
| Q2 2015 | $739,000 | -28.7% | 19,311 | -26.6% | 0.42% | -31.6% |
| Q1 2015 | $1,036,000 | -81.0% | 26,296 | -82.3% | 0.61% | -85.2% |
| Q4 2014 | $5,455,000 | – | 148,810 | – | 4.11% | – |
Download | ||||||
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% |