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 | $7,626,909 | +100.5% | 107,786 | +105.8% | 0.91% | +107.7% |
| Q2 2023 | $3,803,648 | +2.1% | 52,377 | +2.8% | 0.44% | -3.1% |
| Q1 2023 | $3,726,372 | +8.9% | 50,935 | +12.4% | 0.45% | +5.6% |
| Q4 2022 | $3,422,340 | +16.0% | 45,305 | +2.0% | 0.43% | +4.9% |
| Q3 2022 | $2,951,000 | +4.0% | 44,430 | +12.1% | 0.41% | -36.1% |
| Q2 2022 | $2,838,000 | -5.6% | 39,627 | +4.0% | 0.64% | +79.3% |
| Q1 2022 | $3,007,000 | -0.1% | 38,115 | +2.3% | 0.36% | -1.4% |
| Q4 2021 | $3,010,000 | +10.6% | 37,244 | +1.6% | 0.36% | 0.0% |
| Q3 2021 | $2,721,000 | +0.1% | 36,645 | +1.9% | 0.36% | -39.3% |
| Q2 2021 | $2,718,000 | – | 35,949 | – | 0.60% | – |
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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% |