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 | $24,390 | -5.0% | 344,692 | -2.5% | 2.90% | -3.1% |
| Q2 2023 | $25,668 | -16.4% | 353,450 | -15.8% | 3.00% | -21.6% |
| Q1 2023 | $30,717 | -2.5% | 419,859 | +0.7% | 3.82% | -14.0% |
| Q4 2022 | $31,490 | -99.9% | 416,860 | +0.1% | 4.44% | +7.0% |
| Q3 2022 | $27,668,000 | -3.7% | 416,500 | +3.8% | 4.16% | -0.4% |
| Q2 2022 | $28,738,000 | -7.3% | 401,198 | +2.1% | 4.17% | +5.5% |
| Q1 2022 | $31,012,000 | +2.6% | 393,099 | +5.1% | 3.96% | +4.1% |
| Q4 2021 | $30,224,000 | +19.0% | 373,917 | +9.3% | 3.80% | +5.2% |
| Q3 2021 | $25,389,000 | +1.8% | 341,984 | +3.7% | 3.61% | -3.3% |
| Q2 2021 | $24,948,000 | +5.6% | 329,917 | +1.8% | 3.74% | -8.6% |
| Q1 2021 | $23,622,000 | +20.4% | 323,938 | +5.9% | 4.09% | +7.5% |
| Q4 2020 | $19,618,000 | – | 305,858 | – | 3.80% | – |
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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% |