SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,414,007 | -2.9% | 175,438 | -0.3% | 0.57% | -1.2% |
| Q2 2023 | $12,784,278 | +1.3% | 176,043 | +2.0% | 0.58% | -3.8% |
| Q1 2023 | $12,625,107 | +93920.8% | 172,568 | -2.9% | 0.60% | +0.2% |
| Q4 2022 | $13,428 | -99.9% | 177,755 | +1.1% | 0.60% | +8.5% |
| Q3 2022 | $11,684,000 | -2.8% | 175,896 | +4.8% | 0.55% | +5.3% |
| Q2 2022 | $12,021,000 | -27.2% | 167,820 | -19.8% | 0.53% | -9.0% |
| Q1 2022 | $16,513,000 | -18.2% | 209,310 | -16.2% | 0.58% | -11.2% |
| Q4 2021 | $20,178,000 | +4.4% | 249,643 | -4.1% | 0.65% | +66.9% |
| Q3 2021 | $19,325,000 | +6.4% | 260,320 | +8.4% | 0.39% | -43.0% |
| Q2 2021 | $18,167,000 | +6.6% | 240,248 | +2.8% | 0.68% | -1.7% |
| Q1 2021 | $17,046,000 | – | 233,761 | – | 0.70% | – |
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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% |