Per Stirling Capital Management, LLC. - 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
Per Stirling Capital Management, LLC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$6,994,530
-10.2%
98,849
-7.9%
1.45%
-8.4%
Q2 2023$7,792,066
-51.5%
107,299
-51.1%
1.59%
-54.1%
Q1 2023$16,049,802
-46.9%
219,379
-45.1%
3.46%
-37.0%
Q4 2022$30,197,793399,7595.50%
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