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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,110,607 | +28223.0% | 67,130 | +26225.5% | 0.17% | +17000.0% |
| Q3 2023 | $18,044 | -2.6% | 255 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,518 | -67.7% | 255 | -67.4% | 0.00% | -50.0% |
| Q1 2023 | $57,284 | +50149.1% | 783 | -48.1% | 0.00% | -60.0% |
| Q4 2022 | $114 | -100.0% | 1,509 | -91.6% | 0.01% | -90.7% |
| Q3 2022 | $1,189,000 | -0.6% | 17,901 | +7.2% | 0.05% | +3.8% |
| Q2 2022 | $1,196,000 | -36.5% | 16,701 | -30.0% | 0.05% | -26.8% |
| Q1 2022 | $1,883,000 | +22.9% | 23,870 | +25.9% | 0.07% | +24.6% |
| Q4 2021 | $1,532,000 | +26.2% | 18,958 | +15.9% | 0.06% | +14.0% |
| Q3 2021 | $1,214,000 | +4.8% | 16,357 | +6.8% | 0.05% | +2.0% |
| Q2 2021 | $1,158,000 | +49.4% | 15,316 | +44.2% | 0.05% | +36.1% |
| Q1 2021 | $775,000 | -3.4% | 10,625 | -15.1% | 0.04% | -12.2% |
| Q4 2020 | $802,000 | +178.5% | 12,511 | +140.6% | 0.04% | +141.2% |
| Q3 2020 | $288,000 | +260.0% | 5,200 | +234.4% | 0.02% | +240.0% |
| Q2 2020 | $80,000 | -99.4% | 1,555 | +418.3% | 0.01% | +400.0% |
| Q1 2017 | $13,374,000 | +2.3% | 300 | 0.0% | 0.00% | -50.0% |
| Q4 2016 | $13,071,000 | +5.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $12,432,000 | +3.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $12,027,000 | +4.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $11,568,000 | – | 300 | – | 0.00% | – |
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% |