SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,580 | -3.6% | 8,601 | -1.1% | 0.01% | +9.1% |
| Q2 2023 | $631,403 | -0.7% | 8,695 | +0.1% | 0.01% | -8.3% |
| Q1 2023 | $635,732 | -4.8% | 8,690 | -1.7% | 0.01% | -7.7% |
| Q4 2022 | $668,047 | +16.0% | 8,844 | +2.0% | 0.01% | +18.2% |
| Q3 2022 | $576,000 | -7.2% | 8,668 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $621,000 | -12.7% | 8,663 | -3.9% | 0.01% | -8.3% |
| Q1 2022 | $711,000 | +47.5% | 9,017 | +51.3% | 0.01% | +50.0% |
| Q4 2021 | $482,000 | +9.0% | 5,958 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $442,000 | -1.8% | 5,953 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $450,000 | +3.0% | 5,952 | -0.8% | 0.01% | 0.0% |
| Q1 2021 | $437,000 | +15.6% | 5,998 | +1.8% | 0.01% | 0.0% |
| Q4 2020 | $378,000 | +16.3% | 5,891 | +0.4% | 0.01% | -11.1% |
| Q3 2020 | $325,000 | +7.3% | 5,870 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $303,000 | +5.2% | 5,849 | -8.6% | 0.01% | 0.0% |
| Q1 2020 | $288,000 | -21.1% | 6,397 | +1.7% | 0.01% | -18.2% |
| Q4 2019 | $365,000 | +0.6% | 6,293 | -5.3% | 0.01% | 0.0% |
| Q3 2019 | $363,000 | +3.1% | 6,642 | +0.2% | 0.01% | -8.3% |
| Q2 2019 | $352,000 | -5.4% | 6,631 | -6.7% | 0.01% | 0.0% |
| Q1 2019 | $372,000 | +12.4% | 7,109 | +1.0% | 0.01% | -7.7% |
| Q4 2018 | $331,000 | -10.5% | 7,037 | +0.7% | 0.01% | -7.1% |
| Q3 2018 | $370,000 | +8.2% | 6,986 | +0.7% | 0.01% | +7.7% |
| Q2 2018 | $342,000 | -6.6% | 6,939 | -7.1% | 0.01% | -7.1% |
| Q1 2018 | $366,000 | -3.4% | 7,466 | +0.7% | 0.01% | -6.7% |
| Q4 2017 | $379,000 | – | 7,416 | – | 0.02% | – |
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% |