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 | $31,126,816 | -16.1% | 439,893 | -13.9% | 0.01% | -18.2% |
| Q2 2023 | $37,121,875 | -49.7% | 511,188 | -49.4% | 0.01% | -50.0% |
| Q1 2023 | $73,844,175 | -1.3% | 1,009,352 | +1.9% | 0.02% | -8.3% |
| Q4 2022 | $74,792,568 | +29.2% | 990,105 | +13.7% | 0.02% | +14.3% |
| Q3 2022 | $57,871,000 | +99.5% | 871,152 | +115.1% | 0.02% | +110.0% |
| Q2 2022 | $29,010,000 | -3.2% | 404,995 | +6.6% | 0.01% | +11.1% |
| Q1 2022 | $29,960,000 | -3.6% | 379,767 | -1.2% | 0.01% | 0.0% |
| Q4 2021 | $31,079,000 | +3.4% | 384,499 | -5.0% | 0.01% | -10.0% |
| Q3 2021 | $30,043,000 | +1.4% | 404,673 | +3.3% | 0.01% | 0.0% |
| Q2 2021 | $29,619,000 | +47.9% | 391,684 | +42.6% | 0.01% | +42.9% |
| Q1 2021 | $20,027,000 | +1836.8% | 274,644 | +1094.5% | 0.01% | +600.0% |
| Q1 2020 | $1,034,000 | – | 22,992 | – | 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% |