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 | $712,663 | -4.3% | 10,071 | -1.7% | 0.48% | +2.6% |
| Q2 2023 | $744,409 | +4.4% | 10,250 | +5.2% | 0.47% | -3.5% |
| Q1 2023 | $712,902 | -4.2% | 9,744 | -1.8% | 0.48% | -16.0% |
| Q4 2022 | $744,281 | +8.0% | 9,924 | -2.3% | 0.58% | +7.5% |
| Q3 2022 | $689,000 | -4.4% | 10,154 | +1.3% | 0.54% | +2.9% |
| Q2 2022 | $721,000 | -8.4% | 10,025 | +1.3% | 0.52% | +7.9% |
| Q1 2022 | $787,000 | -2.0% | 9,895 | -0.4% | 0.48% | +2.1% |
| Q4 2021 | $803,000 | +8.7% | 9,932 | +0.6% | 0.47% | +4.6% |
| Q3 2021 | $739,000 | -0.3% | 9,868 | +0.7% | 0.45% | 0.0% |
| Q2 2021 | $741,000 | +5.9% | 9,799 | +2.3% | 0.45% | +4.1% |
| Q1 2021 | $700,000 | +11.1% | 9,583 | +0.0% | 0.43% | +12.7% |
| Q4 2020 | $630,000 | +18.0% | 9,580 | -0.7% | 0.38% | +3.2% |
| Q3 2020 | $534,000 | +18.9% | 9,651 | +11.3% | 0.37% | -19.1% |
| Q2 2020 | $449,000 | +0.9% | 8,669 | -2.1% | 0.46% | -0.2% |
| Q1 2020 | $445,000 | -7.7% | 8,852 | +6.4% | 0.46% | +24.2% |
| Q4 2019 | $482,000 | – | 8,323 | – | 0.37% | – |
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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% |