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 | $215,189 | -1.7% | 3,041 | +0.9% | 0.07% | +1.4% |
| Q2 2023 | $218,825 | +0.2% | 3,013 | +0.9% | 0.07% | -4.0% |
| Q1 2023 | $218,422 | +12.0% | 2,986 | +1.8% | 0.08% | -1.3% |
| Q3 2022 | $195,000 | -6.2% | 2,934 | +0.9% | 0.08% | -11.6% |
| Q2 2022 | $208,000 | -8.4% | 2,907 | +1.0% | 0.09% | +6.2% |
| Q1 2022 | $227,000 | -1.7% | 2,879 | +0.6% | 0.08% | -12.9% |
| Q4 2021 | $231,000 | +9.5% | 2,861 | +0.8% | 0.09% | +1.1% |
| Q3 2021 | $211,000 | -0.9% | 2,838 | +0.8% | 0.09% | -1.1% |
| Q2 2021 | $213,000 | +4.4% | 2,816 | +0.7% | 0.09% | -5.1% |
| Q1 2021 | $204,000 | +14.6% | 2,796 | +0.7% | 0.10% | +48.5% |
| Q4 2020 | $178,000 | – | 2,777 | – | 0.07% | – |
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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% |