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 | $23,456,355 | -5.8% | 331,492 | -3.3% | 1.05% | -5.2% |
| Q2 2023 | $24,893,294 | -13.5% | 342,788 | -12.9% | 1.11% | -21.5% |
| Q1 2023 | $28,788,395 | -3.6% | 393,499 | +2.0% | 1.41% | -6.5% |
| Q4 2022 | $29,855,620 | +16.4% | 385,682 | +12.9% | 1.51% | +3.3% |
| Q3 2022 | $25,648,000 | +41.6% | 341,741 | +40.7% | 1.46% | +39.2% |
| Q2 2022 | $18,118,000 | +88.1% | 242,832 | +98.9% | 1.05% | +70.4% |
| Q1 2022 | $9,634,000 | +93.0% | 122,114 | +97.7% | 0.62% | +79.3% |
| Q4 2021 | $4,992,000 | +58.2% | 61,754 | +45.3% | 0.34% | +32.4% |
| Q3 2021 | $3,155,000 | +362.6% | 42,496 | +371.2% | 0.26% | +324.6% |
| Q2 2021 | $682,000 | +7.4% | 9,019 | +3.5% | 0.06% | -11.6% |
| Q1 2021 | $635,000 | +21.9% | 8,715 | +9.9% | 0.07% | +1.5% |
| Q4 2020 | $521,000 | +78.4% | 7,927 | +50.1% | 0.07% | +65.9% |
| Q3 2020 | $292,000 | +5.0% | 5,280 | -1.8% | 0.04% | -4.7% |
| Q2 2020 | $278,000 | +14.9% | 5,378 | +0.0% | 0.04% | -4.4% |
| Q1 2020 | $242,000 | -22.9% | 5,376 | -0.9% | 0.04% | -15.1% |
| Q4 2019 | $314,000 | -1.6% | 5,424 | -6.9% | 0.05% | -15.9% |
| Q3 2019 | $319,000 | -0.6% | 5,823 | -4.0% | 0.06% | -13.7% |
| Q2 2019 | $321,000 | -10.6% | 6,068 | -12.3% | 0.07% | -20.7% |
| Q1 2019 | $359,000 | – | 6,918 | – | 0.09% | – |
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% |