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 | $282,187 | +22.2% | 3,988 | +25.4% | 0.01% | +22.2% |
| Q2 2023 | $230,988 | -26.1% | 3,181 | -25.5% | 0.01% | -25.0% |
| Q1 2023 | $312,357 | -28.8% | 4,269 | -26.5% | 0.01% | -29.4% |
| Q4 2022 | $438,534 | +51.2% | 5,805 | +33.0% | 0.02% | +41.7% |
| Q3 2022 | $290,000 | -19.7% | 4,365 | -13.4% | 0.01% | -20.0% |
| Q2 2022 | $361,000 | +29.4% | 5,040 | +42.4% | 0.02% | +50.0% |
| Q1 2022 | $279,000 | +31.0% | 3,540 | +25.9% | 0.01% | +25.0% |
| Q2 2021 | $213,000 | -46.3% | 2,812 | -54.6% | 0.01% | -52.9% |
| Q4 2020 | $397,000 | +475.4% | 6,192 | +373.0% | 0.02% | +325.0% |
| Q2 2019 | $69,000 | +76.9% | 1,309 | +77.1% | 0.00% | +100.0% |
| Q1 2019 | $39,000 | -68.8% | 739 | -72.2% | 0.00% | -75.0% |
| Q4 2018 | $125,000 | -26.5% | 2,658 | -17.2% | 0.01% | -11.1% |
| Q3 2018 | $170,000 | +277.8% | 3,209 | +248.0% | 0.01% | +200.0% |
| Q2 2018 | $45,000 | -41.6% | 922 | -7.8% | 0.00% | -40.0% |
| Q1 2018 | $77,000 | – | 1,000 | – | 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% |