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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,295,377 | +0.9% | 61,319 | +8.0% | 0.89% | -9.4% |
| Q4 2022 | $4,259,062 | +7.0% | 56,757 | -5.3% | 0.98% | -7.1% |
| Q3 2022 | $3,981,000 | +20.5% | 59,923 | +29.9% | 1.06% | +50.8% |
| Q2 2022 | $3,304,000 | +1.3% | 46,121 | +11.5% | 0.70% | +20.4% |
| Q1 2022 | $3,263,000 | +6.0% | 41,356 | +8.6% | 0.58% | +8.6% |
| Q4 2021 | $3,079,000 | +35.6% | 38,087 | +29.1% | 0.54% | +28.7% |
| Q3 2021 | $2,270,000 | – | 29,512 | – | 0.42% | – |
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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% |