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 | $1,618,635 | +6.0% | 22,875 | +8.8% | 0.65% | +10.6% |
| Q2 2023 | $1,527,053 | +20.6% | 21,028 | +21.5% | 0.59% | +10.8% |
| Q1 2023 | $1,266,107 | +18.9% | 17,306 | +22.7% | 0.53% | +13.8% |
| Q4 2022 | $1,065,038 | +29.7% | 14,099 | +13.9% | 0.46% | +19.8% |
| Q3 2022 | $821,000 | +8.3% | 12,373 | +16.9% | 0.39% | +13.5% |
| Q2 2022 | $758,000 | -1.0% | 10,588 | +8.9% | 0.34% | +18.8% |
| Q1 2022 | $766,000 | +0.7% | 9,720 | +3.2% | 0.29% | +5.9% |
| Q4 2021 | $761,000 | +76.2% | 9,415 | +39.8% | 0.27% | +36.7% |
| Q3 2021 | $432,000 | -23.4% | 6,736 | -9.8% | 0.20% | -11.6% |
| Q2 2021 | $564,000 | +9.3% | 7,465 | +5.4% | 0.22% | +0.4% |
| Q1 2021 | $516,000 | +19.4% | 7,083 | +5.2% | 0.22% | +13.1% |
| Q4 2020 | $432,000 | +19.0% | 6,736 | +2.5% | 0.20% | +13.1% |
| Q3 2020 | $363,000 | -4.0% | 6,569 | -10.1% | 0.18% | -11.2% |
| Q2 2020 | $378,000 | +15.6% | 7,309 | +0.5% | 0.20% | -6.6% |
| Q1 2020 | $327,000 | -22.7% | 7,270 | -0.6% | 0.21% | -3.7% |
| Q4 2019 | $423,000 | +8.7% | 7,315 | +2.8% | 0.22% | +2.8% |
| Q3 2019 | $389,000 | +14.4% | 7,115 | +11.0% | 0.21% | +10.4% |
| Q2 2019 | $340,000 | +59.6% | 6,412 | +56.7% | 0.19% | +38.8% |
| Q1 2019 | $213,000 | +23.1% | 4,092 | +10.8% | 0.14% | +9.4% |
| Q4 2018 | $173,000 | -8.9% | 3,692 | +2.8% | 0.13% | +1.6% |
| Q3 2018 | $190,000 | +9.8% | 3,592 | +1.5% | 0.12% | -5.3% |
| Q1 2018 | $173,000 | +13.8% | 3,538 | +18.4% | 0.13% | +0.8% |
| Q4 2017 | $152,000 | – | 2,988 | – | 0.13% | – |
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% |