SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,337 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,959,910 | +14.1% | 27,698 | +17.1% | 0.02% | +15.4% |
Q2 2023 | $1,718,334 | -0.7% | 23,662 | 0.0% | 0.01% | -7.1% |
Q1 2023 | $1,731,111 | -7.1% | 23,662 | -4.1% | 0.01% | -6.7% |
Q4 2022 | $1,863,118 | +18.5% | 24,664 | +4.2% | 0.02% | +7.1% |
Q3 2022 | $1,572,000 | +1.4% | 23,662 | +9.4% | 0.01% | +7.7% |
Q2 2022 | $1,550,000 | -9.4% | 21,636 | -0.2% | 0.01% | +8.3% |
Q1 2022 | $1,711,000 | -1.3% | 21,686 | +1.1% | 0.01% | +9.1% |
Q4 2021 | $1,734,000 | +117.8% | 21,454 | +100.1% | 0.01% | +83.3% |
Q3 2021 | $796,000 | +103.1% | 10,719 | +106.9% | 0.01% | +100.0% |
Q2 2021 | $392,000 | – | 5,181 | – | 0.00% | – |
Download |
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% |