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 | $4,877,261 | +1.2% | 68,926 | +3.8% | 0.41% | -4.0% |
| Q2 2023 | $4,820,550 | +0.8% | 66,380 | +1.6% | 0.43% | -4.5% |
| Q1 2023 | $4,780,507 | +93709.0% | 65,343 | -3.1% | 0.45% | -11.8% |
| Q4 2022 | $5,096 | -99.9% | 67,462 | +15.2% | 0.51% | +43.2% |
| Q3 2022 | $3,888,000 | -3.3% | 58,541 | +4.2% | 0.35% | -17.1% |
| Q2 2022 | $4,022,000 | +43.2% | 56,155 | +57.7% | 0.43% | +50.9% |
| Q1 2022 | $2,809,000 | +29.1% | 35,617 | +32.3% | 0.28% | +33.5% |
| Q4 2021 | $2,175,000 | +14.7% | 26,919 | +5.4% | 0.21% | +3.9% |
| Q3 2021 | $1,896,000 | +283.8% | 25,550 | +291.0% | 0.20% | +270.9% |
| Q2 2021 | $494,000 | -4.3% | 6,534 | -7.8% | 0.06% | -14.1% |
| Q1 2021 | $516,000 | +2.6% | 7,088 | -9.7% | 0.06% | -8.6% |
| Q4 2020 | $503,000 | +15.1% | 7,848 | -0.8% | 0.07% | -1.4% |
| Q3 2020 | $437,000 | +10.6% | 7,913 | +3.5% | 0.07% | 0.0% |
| Q2 2020 | $395,000 | +15.2% | 7,646 | 0.0% | 0.07% | -7.8% |
| Q1 2020 | $343,000 | -29.0% | 7,646 | -8.4% | 0.08% | -12.5% |
| Q4 2019 | $483,000 | +7.8% | 8,351 | +2.0% | 0.09% | +1.1% |
| Q3 2019 | $448,000 | – | 8,186 | – | 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% |