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 | $790,292 | -6.6% | 11,169 | -4.2% | 0.34% | -1.1% |
Q2 2023 | $846,429 | -3.8% | 11,656 | -3.1% | 0.35% | -7.7% |
Q1 2023 | $879,696 | +19.8% | 12,024 | +23.7% | 0.38% | +14.9% |
Q4 2022 | $734,472 | +11.6% | 9,722 | -1.9% | 0.33% | +13.9% |
Q3 2022 | $658,000 | -2.8% | 9,906 | +4.8% | 0.29% | -4.6% |
Q2 2022 | $677,000 | -44.0% | 9,450 | -38.3% | 0.30% | +28.5% |
Q1 2022 | $1,208,000 | +95.8% | 15,322 | +100.6% | 0.24% | -2.1% |
Q4 2021 | $617,000 | +8.6% | 7,638 | -0.1% | 0.24% | -2.4% |
Q3 2021 | $568,000 | +17.8% | 7,646 | +19.9% | 0.25% | +16.0% |
Q2 2021 | $482,000 | – | 6,377 | – | 0.21% | – |
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% |