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 | $1,131,553 | -6.5% | 15,991 | -4.1% | 0.19% | +46.5% |
| Q2 2023 | $1,210,519 | +11.6% | 16,669 | +12.4% | 0.13% | +4.1% |
| Q1 2023 | $1,085,095 | +54.6% | 14,832 | +59.6% | 0.12% | +41.9% |
| Q4 2022 | $702,082 | +4.9% | 9,294 | -7.7% | 0.09% | -5.5% |
| Q3 2022 | $669,000 | -45.2% | 10,068 | -40.9% | 0.09% | -43.1% |
| Q2 2022 | $1,221,000 | -9.2% | 17,049 | 0.0% | 0.16% | +7.4% |
| Q1 2022 | $1,345,000 | -0.8% | 17,049 | +1.7% | 0.15% | +2.1% |
| Q4 2021 | $1,356,000 | +211.7% | 16,771 | +186.0% | 0.15% | +156.1% |
| Q3 2021 | $435,000 | +31.0% | 5,864 | +33.6% | 0.06% | +5.6% |
| Q2 2021 | $332,000 | – | 4,390 | – | 0.05% | – |
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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% |