SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,744,249 | +49874.1% | 293,164 | -48.7% | 1.32% | -46.3% |
| Q2 2023 | $41,510 | +7.0% | 571,604 | +7.8% | 2.46% | +3.4% |
| Q1 2023 | $38,791 | -3.3% | 530,226 | -0.1% | 2.38% | -3.9% |
| Q4 2022 | $40,107 | -99.9% | 530,933 | -3.0% | 2.48% | +3.6% |
| Q3 2022 | $36,360,000 | -6.8% | 547,340 | +0.5% | 2.39% | -1.1% |
| Q2 2022 | $39,001,000 | -9.9% | 544,484 | -0.8% | 2.42% | +5.1% |
| Q1 2022 | $43,304,000 | +4.3% | 548,910 | +6.8% | 2.30% | +12.8% |
| Q4 2021 | $41,538,000 | +12.6% | 513,891 | +3.4% | 2.04% | +5.3% |
| Q3 2021 | $36,893,000 | -0.6% | 496,944 | +1.2% | 1.94% | -2.1% |
| Q2 2021 | $37,123,000 | +10.5% | 490,918 | +6.6% | 1.98% | -1.9% |
| Q1 2021 | $33,589,000 | – | 460,632 | – | 2.02% | – |
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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% |