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 | $314,024 | -3.4% | 4,438 | -0.9% | 0.04% | -4.5% |
| Q2 2023 | $325,206 | -28.8% | 4,478 | -28.2% | 0.04% | -34.3% |
| Q1 2023 | $456,564 | +235.7% | 6,241 | +262.0% | 0.07% | +294.1% |
| Q1 2022 | $136,000 | -2.2% | 1,724 | +0.6% | 0.02% | +6.2% |
| Q4 2021 | $139,000 | +10.3% | 1,714 | +0.8% | 0.02% | -5.9% |
| Q3 2021 | $126,000 | +20.0% | 1,701 | +22.5% | 0.02% | +21.4% |
| Q2 2021 | $105,000 | +4.0% | 1,389 | +0.7% | 0.01% | -12.5% |
| Q1 2021 | $101,000 | 0.0% | 1,380 | -12.2% | 0.02% | -5.9% |
| Q4 2020 | $101,000 | +17.4% | 1,571 | +0.8% | 0.02% | +6.2% |
| Q3 2020 | $86,000 | +14.7% | 1,559 | +7.8% | 0.02% | 0.0% |
| Q2 2020 | $75,000 | +15.4% | 1,446 | +0.8% | 0.02% | -5.9% |
| Q1 2020 | $65,000 | +441.7% | 1,435 | +617.5% | 0.02% | +466.7% |
| Q4 2019 | $12,000 | +9.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -18.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | – | 200 | – | 0.00% | – |
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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% |