Wagner Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Wagner Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$171,152
-1.7%
2,419
+0.9%
0.06%
-4.5%
Q2 2023$174,044
+0.2%
2,397
+0.9%
0.07%
-16.5%
Q1 2023$173,724
-2.3%
2,375
+0.8%
0.08%
-28.2%
Q4 2022$177,889
+14.8%
2,355
+0.6%
0.11%
-4.3%
Q3 2022$155,000
-6.6%
2,340
+0.9%
0.12%
-12.9%
Q2 2022$166,000
-54.1%
2,318
-49.5%
0.13%
-47.8%
Q1 2022$362,000
+84.7%
4,592
+89.8%
0.25%
+68.7%
Q4 2021$196,000
+5.4%
2,420
+0.7%
0.15%
+1.4%
Q3 2021$186,000
+3.3%
2,402
+0.7%
0.15%
+14.7%
Q2 2021$180,000
-10.0%
2,385
-13.1%
0.13%
-17.8%
Q1 2021$200,000
+42.9%
2,744
+25.8%
0.16%
+18.0%
Q4 2020$140,000
+2.2%
2,182
-15.7%
0.13%
+46.2%
Q3 2018$137,000
+7.9%
2,588
+0.7%
0.09%
-1.1%
Q2 2018$127,000
-4.5%
2,570
-5.2%
0.09%
-8.9%
Q1 2018$133,000
-0.7%
2,711
+5.9%
0.10%
+1.0%
Q4 2017$134,000–2,559–0.10%–
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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