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 | $828,000 | -2.5% | 10,500 | 0.0% | 0.09% | +21.9% |
| Q4 2021 | $849,000 | -8.1% | 10,500 | -15.7% | 0.07% | -18.0% |
| Q3 2021 | $924,000 | +16.4% | 12,450 | +18.6% | 0.09% | -28.8% |
| Q2 2021 | $794,000 | +3.7% | 10,500 | 0.0% | 0.12% | -18.8% |
| Q1 2021 | $766,000 | +13.8% | 10,500 | 0.0% | 0.15% | +7.7% |
| Q4 2020 | $673,000 | +15.8% | 10,500 | 0.0% | 0.14% | -4.0% |
| Q3 2020 | $581,000 | +7.0% | 10,500 | 0.0% | 0.15% | 0.0% |
| Q2 2020 | $543,000 | +15.0% | 10,500 | 0.0% | 0.15% | +2.8% |
| Q1 2020 | $472,000 | – | 10,500 | – | 0.14% | – |
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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% |