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 | $22,753,002 | +12.2% | 334,308 | +19.7% | 0.50% | +21.3% |
Q2 2023 | $20,274,269 | +93.7% | 279,183 | +95.2% | 0.41% | +88.6% |
Q1 2023 | $10,466,050 | -7.9% | 143,057 | -4.9% | 0.22% | +4.3% |
Q4 2022 | $11,357,966 | +37.4% | 150,357 | +20.8% | 0.21% | +25.7% |
Q3 2022 | $8,265,000 | +21.6% | 124,431 | +31.1% | 0.17% | +28.5% |
Q2 2022 | $6,799,000 | +0.8% | 94,916 | +11.0% | 0.13% | +17.1% |
Q1 2022 | $6,748,000 | -0.6% | 85,537 | +1.8% | 0.11% | +5.7% |
Q4 2021 | $6,792,000 | +12.7% | 84,037 | +3.6% | 0.10% | +1.0% |
Q3 2021 | $6,024,000 | +2663.3% | 81,136 | +2282.8% | 0.10% | +2500.0% |
Q4 2020 | $218,000 | – | 3,405 | – | 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% |