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 | $6,359,909 | -6.1% | 89,880 | -3.6% | 4.29% | -8.3% |
| Q2 2023 | $6,769,782 | -14.8% | 93,222 | -14.2% | 4.68% | -11.8% |
| Q1 2023 | $7,947,225 | +28.3% | 108,628 | +32.5% | 5.31% | +10.9% |
| Q4 2022 | $6,192,014 | -21.4% | 81,970 | -30.9% | 4.79% | -26.0% |
| Q3 2022 | $7,881,000 | -7.1% | 118,631 | +0.1% | 6.47% | -26.8% |
| Q2 2022 | $8,486,000 | -9.4% | 118,470 | -0.3% | 8.84% | +25.4% |
| Q1 2022 | $9,370,000 | +5.0% | 118,772 | +7.5% | 7.05% | +6.9% |
| Q4 2021 | $8,928,000 | +11.2% | 110,456 | +2.2% | 6.60% | +11.4% |
| Q3 2021 | $8,026,000 | +12.1% | 108,105 | +14.1% | 5.92% | -26.8% |
| Q2 2021 | $7,162,000 | +32.7% | 94,705 | +36.0% | 8.08% | +70.1% |
| Q1 2021 | $5,396,000 | – | 69,640 | – | 4.75% | – |
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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% |