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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,752,239 | +15.0% | 36,152 | +6.9% | 0.07% | +4.5% |
| Q3 2023 | $2,393,415 | +2.8% | 33,824 | +5.5% | 0.07% | -7.0% |
| Q2 2023 | $2,327,522 | +0.5% | 32,051 | +1.2% | 0.07% | +4.4% |
| Q1 2023 | $2,315,924 | +95638.9% | 31,656 | -1.1% | 0.07% | -6.8% |
| Q4 2022 | $2,419 | -99.9% | 32,020 | +0.9% | 0.07% | +1.4% |
| Q3 2022 | $2,107,000 | -7.7% | 31,725 | -0.5% | 0.07% | -5.3% |
| Q2 2022 | $2,284,000 | +1.7% | 31,891 | +12.0% | 0.08% | +10.1% |
| Q1 2022 | $2,246,000 | +4.8% | 28,474 | +7.4% | 0.07% | +6.2% |
| Q4 2021 | $2,144,000 | +8.3% | 26,524 | -0.6% | 0.06% | -3.0% |
| Q3 2021 | $1,980,000 | 0.0% | 26,677 | +1.9% | 0.07% | -1.5% |
| Q2 2021 | $1,980,000 | -1.7% | 26,178 | -5.3% | 0.07% | -10.5% |
| Q1 2021 | $2,015,000 | +15.1% | 27,637 | +1.3% | 0.08% | +4.1% |
| Q4 2020 | $1,750,000 | +22.4% | 27,276 | +5.5% | 0.07% | +7.4% |
| Q3 2020 | $1,430,000 | +4.7% | 25,851 | -2.1% | 0.07% | -4.2% |
| Q2 2020 | $1,366,000 | +5.7% | 26,393 | -8.1% | 0.07% | -13.4% |
| Q1 2020 | $1,292,000 | -28.5% | 28,728 | -7.9% | 0.08% | -5.7% |
| Q4 2019 | $1,807,000 | +9.1% | 31,199 | +3.2% | 0.09% | 0.0% |
| Q3 2019 | $1,657,000 | +12.4% | 30,245 | +8.9% | 0.09% | +7.4% |
| Q2 2019 | $1,474,000 | -1.5% | 27,779 | -3.0% | 0.08% | -6.9% |
| Q1 2019 | $1,497,000 | +11.5% | 28,640 | +0.2% | 0.09% | -3.3% |
| Q4 2018 | $1,343,000 | -0.1% | 28,592 | +12.7% | 0.09% | +13.9% |
| Q3 2018 | $1,344,000 | +8.2% | 25,365 | +0.7% | 0.08% | +2.6% |
| Q2 2018 | $1,242,000 | +2.0% | 25,191 | +1.4% | 0.08% | -2.5% |
| Q1 2018 | $1,218,000 | -1.1% | 24,843 | +3.2% | 0.08% | -1.2% |
| Q4 2017 | $1,231,000 | +12.3% | 24,065 | +2.7% | 0.08% | +6.7% |
| Q3 2017 | $1,096,000 | +5.1% | 23,424 | +1.3% | 0.08% | 0.0% |
| Q2 2017 | $1,043,000 | +1.3% | 23,132 | +0.1% | 0.08% | -3.8% |
| Q1 2017 | $1,030,000 | +3.0% | 23,108 | +0.7% | 0.08% | -7.1% |
| Q4 2016 | $1,000,000 | +3.2% | 22,946 | +0.2% | 0.08% | -1.2% |
| Q3 2016 | $969,000 | +11.0% | 22,896 | +8.7% | 0.08% | +3.7% |
| Q2 2016 | $873,000 | +8.9% | 21,061 | +5.3% | 0.08% | +3.8% |
| Q1 2016 | $802,000 | +11.1% | 20,000 | +6.9% | 0.08% | +6.8% |
| Q4 2015 | $722,000 | +6.5% | 18,716 | -0.7% | 0.07% | -2.6% |
| Q3 2015 | $678,000 | -5.6% | 18,854 | +0.6% | 0.08% | -1.3% |
| Q2 2015 | $718,000 | +1.3% | 18,740 | +4.1% | 0.08% | +2.7% |
| Q1 2015 | $709,000 | +4.0% | 18,000 | +5.2% | 0.08% | 0.0% |
| Q4 2014 | $682,000 | +6.6% | 17,103 | +3.1% | 0.08% | +2.7% |
| Q3 2014 | $640,000 | +27.0% | 16,587 | +25.9% | 0.07% | +25.9% |
| Q2 2014 | $504,000 | -99.9% | 13,171 | +0.7% | 0.06% | -4.9% |
| Q1 2014 | $482,024,000 | +105375.7% | 13,081 | +5.0% | 0.06% | 0.0% |
| Q4 2013 | $457,000 | – | 12,453 | – | 0.06% | – |
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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% |