ASSET MANAGEMENT CORP /IL/ /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.

Quarter-by-quarter ownership
ASSET MANAGEMENT CORP /IL/ /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$2,706,868
+9.0%
36,999
+12.5%
2.12%
+1.8%
Q4 2022$2,483,954
+45.0%
32,883
+27.6%
2.08%
+102.6%
Q3 2022$1,713,000
+24.8%
25,780
+34.5%
1.03%
+15.9%
Q2 2022$1,373,000
+68.1%
19,172
+85.2%
0.89%
+117.4%
Q1 2022$817,000
+6.2%
10,353
+8.9%
0.41%
+7.1%
Q4 2021$769,000
+22.5%
9,509
+12.4%
0.38%
+21.0%
Q3 2021$628,000
+151.2%
8,458
+155.5%
0.32%
+118.8%
Q2 2021$250,0003,3100.14%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 183,828$13,994,7913.68%
JUNCTURE WEALTH STRATEGIES, LLC 96,138$7,318,9863.32%
EisnerAmper Wealth Management Corporate Benefits, LLC 116,195$8,8463.23%
Curbstone Financial Management Corp 109,402$8,328,7741.89%
CHANNEL WEALTH LLC 51,864$3,948,4201.86%
High Net Worth Advisory Group LLC 60,890$4,635,8901.72%
RVW Wealth, LLC 203,168$15,467,2081.70%
Agate Pass Investment Management, LLC 33,226$2,529,4881.47%
Capital Market Strategies LLC 21,141$1,609,4641.40%
Arden Trust Co 90,983$6,926,5381.02%
View complete list of SCHWAB STRATEGIC TR shareholders