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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $528,000 | +80.8% | 6,697 | +85.7% | 0.02% | +75.0% |
Q4 2021 | $292,000 | +10.6% | 3,606 | +1.3% | 0.01% | -7.7% |
Q3 2021 | $264,000 | +13.3% | 3,560 | +15.4% | 0.01% | +8.3% |
Q2 2021 | $233,000 | -76.2% | 3,085 | +20466.7% | 0.01% | – |
Q4 2020 | $977,000 | +189.9% | 15 | +150.0% | 0.00% | – |
Q3 2020 | $337,000 | +4.7% | 6 | -99.9% | 0.00% | -100.0% |
Q2 2017 | $322,000 | – | 7,147 | – | 0.02% | – |
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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% |