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 | $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% | 4,240 | 0.0% | 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 | $91,000 | – | 1,940 | – | 0.01% | – |
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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% |