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 2021 | $2,859,000 | -6.7% | 38,510 | -5.0% | 1.39% | -12.7% |
| Q2 2021 | $3,065,000 | -7.0% | 40,530 | -10.3% | 1.59% | +0.4% |
| Q1 2021 | $3,295,000 | -2.6% | 45,180 | -14.3% | 1.59% | -9.9% |
| Q4 2020 | $3,382,000 | +0.4% | 52,730 | -13.5% | 1.76% | -9.2% |
| Q3 2020 | $3,369,000 | +1.0% | 60,930 | -5.4% | 1.94% | -1.4% |
| Q2 2020 | $3,334,000 | +79.7% | 64,430 | +56.3% | 1.97% | +48.5% |
| Q1 2020 | $1,855,000 | +1.4% | 41,230 | +30.5% | 1.32% | +18.7% |
| Q4 2019 | $1,830,000 | +5.4% | 31,600 | -0.3% | 1.12% | -1.7% |
| Q3 2019 | $1,737,000 | +3.0% | 31,710 | -0.2% | 1.14% | +2.0% |
| Q2 2019 | $1,686,000 | -14.0% | 31,760 | -15.3% | 1.11% | -6.2% |
| Q1 2019 | $1,960,000 | +9.9% | 37,490 | -1.3% | 1.19% | +4.5% |
| Q4 2018 | $1,784,000 | -30.2% | 37,990 | -21.2% | 1.14% | -19.5% |
| Q3 2018 | $2,556,000 | +4.1% | 48,230 | -3.2% | 1.41% | +4.1% |
| Q2 2018 | $2,456,000 | -1.8% | 49,820 | -2.4% | 1.36% | -12.0% |
| Q1 2018 | $2,502,000 | +5.0% | 51,020 | +9.6% | 1.54% | -8.8% |
| Q4 2017 | $2,383,000 | – | 46,570 | – | 1.69% | – |
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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% |