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 | $26,222,522 | +3.4% | 370,584 | +6.1% | 3.01% | +4.7% |
| Q2 2023 | $25,356,420 | +8.0% | 349,166 | +8.8% | 2.88% | +1.8% |
| Q1 2023 | $23,483,052 | +27.4% | 320,982 | +31.5% | 2.83% | +16.2% |
| Q4 2022 | $18,432,390 | +21.5% | 244,008 | +6.9% | 2.43% | +9.2% |
| Q3 2022 | $15,168,000 | -1.0% | 228,335 | +6.8% | 2.23% | -0.4% |
| Q2 2022 | $15,314,000 | +22.9% | 213,787 | +35.3% | 2.24% | +41.2% |
| Q1 2022 | $12,464,000 | +31.1% | 157,995 | +34.3% | 1.58% | +25.7% |
| Q4 2021 | $9,509,000 | +66.2% | 117,646 | +52.7% | 1.26% | +22.2% |
| Q3 2021 | $5,720,000 | +26.5% | 77,046 | +28.8% | 1.03% | +26.0% |
| Q2 2021 | $4,523,000 | +110.3% | 59,819 | +102.8% | 0.82% | +74.8% |
| Q1 2021 | $2,151,000 | +126.7% | 29,503 | +99.4% | 0.47% | +181.9% |
| Q4 2020 | $949,000 | – | 14,797 | – | 0.17% | – |
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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% |