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 | $278,130 | -58.6% | 3,929 | -57.6% | 0.05% | -61.0% |
| Q2 2023 | $672,464 | +63.7% | 9,259 | +64.9% | 0.14% | -28.4% |
| Q1 2023 | $410,881 | -45.7% | 5,616 | -44.0% | 0.19% | -52.9% |
| Q4 2022 | $757,217 | -32.0% | 10,024 | -40.2% | 0.40% | -39.7% |
| Q3 2022 | $1,113,000 | -14.7% | 16,756 | -8.0% | 0.67% | -14.7% |
| Q2 2022 | $1,305,000 | -92.8% | 18,217 | -92.0% | 0.78% | -90.2% |
| Q1 2022 | $18,040,000 | +148.6% | 228,673 | +154.7% | 8.01% | +138.6% |
| Q4 2021 | $7,258,000 | +395.8% | 89,798 | +355.4% | 3.36% | +338.7% |
| Q3 2021 | $1,464,000 | +146300.0% | 19,719 | +140750.0% | 0.76% | +76400.0% |
| Q2 2021 | $1,000 | – | 14 | – | 0.00% | – |
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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% |