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 2022 | $366,000 | -5.9% | 5,506 | +1.4% | 0.10% | -9.3% |
| Q2 2022 | $389,000 | -34.8% | 5,428 | -28.3% | 0.11% | -30.8% |
| Q1 2022 | $597,000 | -34.3% | 7,567 | -32.6% | 0.16% | -24.6% |
| Q4 2021 | $908,000 | -31.4% | 11,229 | -37.1% | 0.21% | -41.7% |
| Q3 2021 | $1,324,000 | -16.6% | 17,840 | -15.1% | 0.36% | -20.4% |
| Q2 2021 | $1,588,000 | +2.1% | 21,001 | -1.5% | 0.45% | -7.5% |
| Q1 2021 | $1,555,000 | +12.4% | 21,323 | -1.2% | 0.48% | -3.4% |
| Q4 2020 | $1,384,000 | +56.2% | 21,578 | +34.7% | 0.50% | +43.4% |
| Q3 2020 | $886,000 | +254.4% | 16,016 | +231.3% | 0.35% | +182.9% |
| Q2 2020 | $250,000 | – | 4,834 | – | 0.12% | – |
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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% |