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 | $1,019,177 | -21.2% | 14,403 | -19.1% | 0.11% | -17.5% |
| Q2 2023 | $1,292,719 | -9.4% | 17,801 | -8.8% | 0.14% | -15.4% |
| Q1 2023 | $1,427,450 | -5.4% | 19,511 | -2.3% | 0.16% | -12.0% |
| Q4 2022 | $1,509,003 | +18.6% | 19,976 | +4.3% | 0.18% | +5.7% |
| Q3 2022 | $1,272,000 | -9.7% | 19,152 | -2.6% | 0.17% | -6.5% |
| Q2 2022 | $1,409,000 | -9.4% | 19,664 | -0.3% | 0.19% | +2.8% |
| Q1 2022 | $1,556,000 | -2.1% | 19,722 | +0.3% | 0.18% | +7.1% |
| Q4 2021 | $1,589,000 | +8.9% | 19,661 | +0.0% | 0.17% | -5.6% |
| Q3 2021 | $1,459,000 | -1.8% | 19,659 | +0.0% | 0.18% | -2.2% |
| Q2 2021 | $1,486,000 | +3.4% | 19,654 | -0.3% | 0.18% | -3.2% |
| Q1 2021 | $1,437,000 | +13.7% | 19,711 | +0.0% | 0.19% | +9.2% |
| Q4 2020 | $1,264,000 | +13.7% | 19,707 | -2.0% | 0.17% | -4.9% |
| Q3 2020 | $1,112,000 | -0.6% | 20,104 | -7.0% | 0.18% | -9.9% |
| Q2 2020 | $1,119,000 | -6.5% | 21,625 | -18.7% | 0.20% | -10.6% |
| Q1 2020 | $1,197,000 | -27.1% | 26,609 | -6.2% | 0.23% | +0.4% |
| Q4 2019 | $1,643,000 | +5.5% | 28,373 | -0.2% | 0.22% | -3.0% |
| Q3 2019 | $1,557,000 | +1.8% | 28,423 | -1.4% | 0.23% | +2.2% |
| Q2 2019 | $1,530,000 | -4.5% | 28,838 | -5.9% | 0.23% | -8.5% |
| Q1 2019 | $1,602,000 | +22.8% | 30,637 | +10.2% | 0.25% | +13.8% |
| Q4 2018 | $1,305,000 | +26.5% | 27,793 | +42.7% | 0.22% | +7.4% |
| Q3 2018 | $1,032,000 | +5.2% | 19,473 | -2.2% | 0.20% | -3.3% |
| Q2 2018 | $981,000 | -2.4% | 19,908 | -2.9% | 0.21% | -5.4% |
| Q1 2018 | $1,005,000 | -8.7% | 20,506 | -4.7% | 0.22% | +3.7% |
| Q4 2017 | $1,101,000 | +8.6% | 21,525 | -0.7% | 0.21% | -3.6% |
| Q3 2017 | $1,014,000 | +2.3% | 21,675 | -1.4% | 0.22% | -2.6% |
| Q2 2017 | $991,000 | 0.0% | 21,975 | -1.1% | 0.23% | -6.2% |
| Q1 2017 | $991,000 | +14.2% | 22,220 | +11.5% | 0.24% | +9.0% |
| Q4 2016 | $868,000 | +11.1% | 19,920 | +8.0% | 0.22% | -0.4% |
| Q3 2016 | $781,000 | – | 18,450 | – | 0.22% | – |
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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% |