Kathmere Capital Management, LLC - SCHWAB STRATEGIC TR ownership

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
Kathmere Capital Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$363,848
-55.0%
5,142
-53.9%
0.05%
-57.1%
Q2 2023$809,132
-21.9%
11,142
-21.3%
0.13%
-25.9%
Q1 2023$1,036,079
-32.9%
14,162
-29.8%
0.17%
+28.8%
Q4 2022$1,543,96520,1720.13%
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