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 | $753,191 | +19.1% | 10,644 | +22.2% | 0.07% | -2.8% |
Q2 2023 | $632,389 | -12.2% | 8,708 | -11.6% | 0.07% | -43.8% |
Q1 2023 | $720,333 | +85.3% | 9,846 | +91.4% | 0.13% | +151.0% |
Q4 2022 | $388,653 | +5.6% | 5,145 | -7.2% | 0.05% | +13.3% |
Q3 2022 | $368,000 | – | 5,546 | – | 0.04% | – |
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% |