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 | $7,721,971 | -26.5% | 109,129 | -24.6% | 0.50% | -48.9% |
| Q2 2023 | $10,511,706 | -30.1% | 144,749 | -29.6% | 0.99% | -37.0% |
| Q1 2023 | $15,041,318 | -2.3% | 205,595 | +0.8% | 1.57% | -5.8% |
| Q4 2022 | $15,402,409 | +11.6% | 203,897 | -1.9% | 1.66% | -66.0% |
| Q3 2022 | $13,803,000 | +32.4% | 207,777 | +42.8% | 4.89% | +42.7% |
| Q2 2022 | $10,425,000 | -2.4% | 145,544 | +7.5% | 3.43% | +15.1% |
| Q1 2022 | $10,677,000 | +19.9% | 135,347 | +22.9% | 2.98% | -11.9% |
| Q4 2021 | $8,905,000 | +37.7% | 110,164 | +26.5% | 3.38% | +15.3% |
| Q3 2021 | $6,466,000 | +13.2% | 87,093 | +15.3% | 2.93% | +13.4% |
| Q2 2021 | $5,710,000 | +59.5% | 75,508 | +53.8% | 2.58% | +47.3% |
| Q1 2021 | $3,581,000 | – | 49,103 | – | 1.76% | – |
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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% |