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 | $12,885,444 | -8.6% | 182,101 | -6.2% | 0.88% | -7.2% |
| Q2 2023 | $14,104,429 | +0.5% | 194,222 | +1.3% | 0.95% | -6.6% |
| Q1 2023 | $14,028,248 | -11.6% | 191,748 | -8.7% | 1.01% | -17.6% |
| Q4 2022 | $15,865,717 | +16.2% | 210,031 | +2.2% | 1.23% | +8.5% |
| Q3 2022 | $13,656,000 | -8.4% | 205,574 | -1.2% | 1.13% | -9.2% |
| Q2 2022 | $14,902,000 | +13.9% | 208,043 | +25.4% | 1.25% | +20.5% |
| Q1 2022 | $13,089,000 | +27.7% | 165,914 | +23.0% | 1.04% | +13.7% |
| Q4 2021 | $10,246,000 | +1.9% | 134,864 | +0.9% | 0.91% | +7.7% |
| Q3 2021 | $10,053,000 | -1.9% | 133,628 | -0.9% | 0.85% | -7.0% |
| Q2 2021 | $10,246,000 | +37.2% | 134,864 | +34.1% | 0.91% | +19.0% |
| Q1 2021 | $7,466,000 | +397.7% | 100,544 | +246.8% | 0.76% | +255.8% |
| Q2 2020 | $1,500,000 | +88.9% | 28,994 | +64.2% | 0.22% | +2.9% |
| Q1 2020 | $794,000 | – | 17,654 | – | 0.21% | – |
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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% |