SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $21,725 | +8.3% | 285 | +0.4% | 0.01% | +10.0% |
| Q3 2023 | $20,061 | -2.0% | 284 | +0.7% | 0.01% | 0.0% |
| Q2 2023 | $20,466 | -0.1% | 282 | +0.7% | 0.01% | -9.1% |
| Q1 2023 | $20,496 | -2.6% | 280 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $21,050 | +16.9% | 279 | +0.7% | 0.01% | +10.0% |
| Q3 2022 | $18,000 | -33.3% | 277 | -26.1% | 0.01% | -28.6% |
| Q2 2022 | $27,000 | -6.9% | 375 | +0.3% | 0.01% | +16.7% |
| Q1 2022 | $29,000 | +31.8% | 374 | +37.0% | 0.01% | +33.3% |
| Q4 2021 | $22,000 | +10.0% | 273 | +0.7% | 0.01% | +12.5% |
| Q3 2021 | $20,000 | 0.0% | 271 | +0.4% | 0.01% | +33.3% |
| Q2 2021 | $20,000 | 0.0% | 270 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | +17.6% | 269 | +0.4% | 0.01% | +20.0% |
| Q4 2020 | $17,000 | +13.3% | 268 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 266 | +0.8% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | +16.7% | 264 | +0.4% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -20.0% | 263 | +0.8% | 0.01% | +25.0% |
| Q4 2019 | $15,000 | +7.1% | 261 | +0.8% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 259 | +0.8% | 0.00% | -20.0% |
| Q2 2019 | $14,000 | +7.7% | 257 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $13,000 | +8.3% | 257 | +0.4% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -7.7% | 256 | +0.8% | 0.00% | 0.0% |
| Q3 2018 | $13,000 | +8.3% | 254 | +0.4% | 0.00% | +33.3% |
| Q2 2018 | $12,000 | 0.0% | 253 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $12,000 | +50.0% | 253 | +24.6% | 0.00% | +33.3% |
| Q1 2015 | $8,000 | -71.4% | 203 | -71.1% | 0.00% | -66.7% |
| Q4 2014 | $28,000 | +3.7% | 703 | +0.1% | 0.01% | 0.0% |
| Q3 2014 | $27,000 | 0.0% | 702 | +0.1% | 0.01% | 0.0% |
| Q2 2014 | $27,000 | +3.8% | 701 | 0.0% | 0.01% | -10.0% |
| Q1 2014 | $26,000 | 0.0% | 701 | +0.1% | 0.01% | 0.0% |
| Q4 2013 | $26,000 | +8.3% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $24,000 | – | 700 | – | 0.01% | – |
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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% |