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 | $8,653,208 | +6494.2% | 122,290 | +6667.6% | 1.54% | +5588.9% |
| Q2 2023 | $131,224 | -1.1% | 1,807 | -0.3% | 0.03% | -6.9% |
| Q1 2023 | $132,639 | -2.8% | 1,813 | +0.3% | 0.03% | -9.4% |
| Q4 2022 | $136,501 | +10.1% | 1,807 | -2.8% | 0.03% | -46.7% |
| Q3 2022 | $124,000 | -6.8% | 1,860 | 0.0% | 0.06% | -4.8% |
| Q2 2022 | $133,000 | -38.1% | 1,860 | -31.6% | 0.06% | -31.5% |
| Q1 2022 | $215,000 | -2.3% | 2,721 | 0.0% | 0.09% | +7.0% |
| Q4 2021 | $220,000 | +12.8% | 2,721 | +3.9% | 0.09% | -24.6% |
| Q3 2021 | $195,000 | -1.5% | 2,620 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $198,000 | +3.7% | 2,620 | 0.0% | 0.11% | +2.7% |
| Q1 2021 | $191,000 | +13.7% | 2,620 | 0.0% | 0.11% | -10.6% |
| Q4 2020 | $168,000 | +95.3% | 2,620 | +56.5% | 0.12% | +215.4% |
| Q4 2017 | $86,000 | – | 1,674 | – | 0.04% | – |
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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% |