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 | $1,185,203 | -5.7% | 16,750 | -3.2% | 0.18% | -5.3% |
| Q2 2023 | $1,256,670 | +8.8% | 17,305 | +9.7% | 0.19% | +1.6% |
| Q1 2023 | $1,154,551 | -5.8% | 15,781 | -2.8% | 0.19% | -20.9% |
| Q4 2022 | $1,226,005 | +12.3% | 16,230 | -1.2% | 0.24% | +8.3% |
| Q3 2022 | $1,092,000 | -5.8% | 16,435 | +1.6% | 0.22% | -5.7% |
| Q2 2022 | $1,159,000 | -9.3% | 16,181 | -0.1% | 0.23% | +12.2% |
| Q1 2022 | $1,278,000 | -74.9% | 16,202 | -75.9% | 0.20% | -74.3% |
| Q2 2021 | $5,084,000 | +19.8% | 67,225 | +15.5% | 0.80% | +4.5% |
| Q1 2021 | $4,244,000 | +1133.7% | 58,202 | +983.8% | 0.76% | +1111.1% |
| Q4 2020 | $344,000 | +41.6% | 5,370 | +22.4% | 0.06% | -25.9% |
| Q3 2020 | $243,000 | +1925.0% | 4,386 | +1586.9% | 0.08% | +1114.3% |
| Q1 2020 | $12,000 | -20.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $15,000 | +7.1% | 260 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 260 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $14,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | – | 260 | – | 0.01% | – |
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% |