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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,024,283 | +17.2% | 13,559 | +3.1% | 0.24% | +5.8% |
| Q3 2022 | $874,000 | -7.4% | 13,154 | -0.1% | 0.22% | +1.8% |
| Q2 2022 | $944,000 | -9.1% | 13,173 | 0.0% | 0.22% | -2.7% |
| Q1 2022 | $1,039,000 | -2.4% | 13,173 | 0.0% | 0.22% | +1.8% |
| Q4 2021 | $1,065,000 | +8.9% | 13,173 | 0.0% | 0.22% | -0.9% |
| Q3 2021 | $978,000 | -1.8% | 13,173 | 0.0% | 0.22% | -7.1% |
| Q2 2021 | $996,000 | +3.6% | 13,173 | +0.0% | 0.24% | -7.3% |
| Q1 2021 | $961,000 | +15.5% | 13,172 | +1.5% | 0.26% | +8.4% |
| Q4 2020 | $832,000 | – | 12,972 | – | 0.24% | – |
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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% |