Phocas Financial Corp. - SCHWAB STRATEGIC TR ownership

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
Phocas Financial Corp. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$853,932
+0.1%
12,068
+2.8%
0.12%
+6.0%
Q2 2023$852,777
+11.4%
11,743
+12.2%
0.12%
+6.4%
Q1 2023$765,839
+1868.6%
10,468
+1932.6%
0.11%
+1733.3%
Q4 2022$38,903
-86.9%
515
-90.0%
0.01%
-83.3%
Q4 2019$297,000
+28.0%
5,130
+21.0%
0.04%
+44.0%
Q3 2019$232,000
+3.1%
4,2400.0%0.02%
+4.2%
Q2 2019$225,000
+10.3%
4,240
+8.7%
0.02%
+14.3%
Q1 2019$204,000
+124.2%
3,900
+101.0%
0.02%
+110.0%
Q4 2018$91,0001,9400.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 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