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 | $2,061,452 | -5.6% | 29,133 | -3.1% | 0.13% | 0.0% |
| Q2 2023 | $2,182,708 | -1.3% | 30,057 | -0.6% | 0.13% | -5.8% |
| Q1 2023 | $2,211,449 | -16.1% | 30,228 | -13.3% | 0.14% | -18.9% |
| Q4 2022 | $2,635,028 | +40.5% | 34,883 | +23.5% | 0.17% | +27.1% |
| Q3 2022 | $1,876,000 | -5.3% | 28,234 | +2.0% | 0.13% | +2.3% |
| Q2 2022 | $1,982,000 | +602.8% | 27,676 | +693.5% | 0.13% | +664.7% |
| Q4 2021 | $282,000 | -1.7% | 3,488 | -9.7% | 0.02% | -10.5% |
| Q3 2021 | $287,000 | – | 3,864 | – | 0.02% | – |
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% |