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 2021 | $5,205,000 | +107.1% | 70,106 | +249.7% | 0.24% | +98.3% |
| Q2 2021 | $2,513,000 | -99.7% | 20,047 | +65.5% | 0.12% | +59.2% |
| Q1 2021 | $883,248,000 | +131728.1% | 12,113 | +15.9% | 0.08% | -41.5% |
| Q4 2020 | $670,000 | +196.5% | 10,447 | +139.1% | 0.13% | +83.1% |
| Q3 2020 | $226,000 | 0.0% | 4,370 | 0.0% | 0.07% | +9.2% |
| Q2 2020 | $226,000 | -26.1% | 4,370 | -36.1% | 0.06% | +32.7% |
| Q1 2020 | $306,000 | +51.5% | 6,841 | +95.8% | 0.05% | +16.7% |
| Q4 2019 | $202,000 | +11.6% | 3,494 | +6.0% | 0.04% | +16.7% |
| Q3 2019 | $181,000 | +964.7% | 3,295 | +889.5% | 0.04% | +1100.0% |
| Q1 2019 | $17,000 | – | 333 | – | 0.00% | – |
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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% |