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 | $555,837 | -1.7% | 7,855 | +0.9% | 0.22% | +2.8% |
| Q2 2023 | $565,274 | -0.7% | 7,784 | 0.0% | 0.22% | -4.0% |
| Q1 2023 | $569,477 | +0.5% | 7,784 | +3.8% | 0.23% | +4.1% |
| Q4 2022 | $566,550 | +13.8% | 7,500 | 0.0% | 0.22% | +16.0% |
| Q3 2022 | $498,000 | -7.3% | 7,500 | 0.0% | 0.19% | +49.2% |
| Q2 2022 | $537,000 | -9.3% | 7,500 | 0.0% | 0.13% | 0.0% |
| Q1 2022 | $592,000 | -2.3% | 7,500 | 0.0% | 0.13% | +1.6% |
| Q4 2021 | $606,000 | +8.8% | 7,500 | 0.0% | 0.12% | +6.9% |
| Q3 2021 | $557,000 | -1.8% | 7,500 | 0.0% | 0.12% | +0.9% |
| Q2 2021 | $567,000 | +3.7% | 7,500 | 0.0% | 0.12% | -0.9% |
| Q1 2021 | $547,000 | +13.7% | 7,500 | 0.0% | 0.12% | +12.6% |
| Q4 2020 | $481,000 | +15.9% | 7,500 | 0.0% | 0.10% | +10.8% |
| Q3 2020 | $415,000 | +7.0% | 7,500 | 0.0% | 0.09% | +5.7% |
| Q2 2020 | $388,000 | +15.1% | 7,500 | 0.0% | 0.09% | +10.0% |
| Q1 2020 | $337,000 | -22.4% | 7,500 | 0.0% | 0.08% | -14.9% |
| Q4 2019 | $434,000 | +5.6% | 7,500 | 0.0% | 0.09% | +2.2% |
| Q3 2019 | $411,000 | +3.3% | 7,500 | 0.0% | 0.09% | +39.4% |
| Q2 2019 | $398,000 | +1.5% | 7,500 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $392,000 | – | 7,500 | – | 0.07% | – |
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% |