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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,128,675 | -70.5% | 139,475 | -70.3% | 3.20% | -63.7% |
| Q1 2023 | $34,326,306 | -1.0% | 469,195 | +2.2% | 8.81% | -2.5% |
| Q4 2022 | $34,677,543 | +2.4% | 459,062 | -10.0% | 9.04% | -12.8% |
| Q3 2022 | $33,880,000 | +22.5% | 510,014 | +32.1% | 10.36% | +29.1% |
| Q2 2022 | $27,664,000 | -24.7% | 386,213 | -17.1% | 8.03% | +1.2% |
| Q1 2022 | $36,750,000 | +58.0% | 465,834 | +61.9% | 7.93% | +23.5% |
| Q4 2021 | $23,260,000 | -45.4% | 287,769 | -49.9% | 6.42% | -43.3% |
| Q3 2021 | $42,603,000 | -2.8% | 573,852 | -1.0% | 11.33% | -1.8% |
| Q2 2021 | $43,820,000 | +57.8% | 579,476 | +52.1% | 11.54% | +48.9% |
| Q1 2021 | $27,776,000 | -19.2% | 380,905 | -28.9% | 7.75% | +5.3% |
| Q4 2020 | $34,356,000 | +142.9% | 535,636 | +109.4% | 7.36% | +71.6% |
| Q3 2020 | $14,143,000 | +4.0% | 255,748 | -2.7% | 4.29% | -2.5% |
| Q2 2020 | $13,595,000 | +1085.3% | 262,710 | +930.0% | 4.40% | +722.6% |
| Q1 2020 | $1,147,000 | -83.3% | 25,505 | -78.4% | 0.54% | -78.7% |
| Q4 2019 | $6,854,000 | – | 118,329 | – | 2.51% | – |
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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% |