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 | $21,478,738 | -4.5% | 303,544 | -1.9% | 15.76% | +3.0% |
| Q2 2023 | $22,479,618 | -12.3% | 309,551 | -11.7% | 15.31% | -12.1% |
| Q1 2023 | $25,639,742 | -3.5% | 350,461 | -0.4% | 17.42% | -6.1% |
| Q4 2022 | $26,567,579 | +13.9% | 351,702 | +0.2% | 18.54% | +1.7% |
| Q3 2022 | $23,317,000 | +5.1% | 351,003 | +13.3% | 18.24% | +1.1% |
| Q2 2022 | $22,183,000 | -8.6% | 309,690 | +0.6% | 18.05% | +6.8% |
| Q1 2022 | $24,279,000 | -1.1% | 307,764 | +1.3% | 16.90% | +0.1% |
| Q4 2021 | $24,552,000 | +10.9% | 303,827 | +1.9% | 16.88% | +1.5% |
| Q3 2021 | $22,136,000 | -1.9% | 298,174 | -0.1% | 16.64% | +3.7% |
| Q2 2021 | $22,566,000 | +6.8% | 298,419 | +3.0% | 16.05% | -2.9% |
| Q1 2021 | $21,130,000 | +16.9% | 289,767 | +2.9% | 16.53% | +10.3% |
| Q4 2020 | $18,068,000 | – | 281,693 | – | 14.98% | – |
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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% |