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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $63,000 | +1.6% | 798 | +3.8% | 0.03% | 0.0% |
Q4 2021 | $62,000 | +210.0% | 769 | +185.9% | 0.03% | +190.0% |
Q3 2021 | $20,000 | -25.9% | 269 | -25.9% | 0.01% | -28.6% |
Q2 2021 | $27,000 | +2600.0% | 363 | +3200.0% | 0.01% | +1300.0% |
Q1 2021 | $1,000 | -97.8% | 11 | -98.4% | 0.00% | -96.0% |
Q4 2020 | $45,000 | – | 699 | +23200.0% | 0.02% | – |
Q3 2020 | $0 | -100.0% | 3 | -95.3% | 0.00% | -100.0% |
Q2 2020 | $3,000 | -99.4% | 64 | -99.4% | 0.00% | -99.5% |
Q1 2020 | $523,000 | +1534.4% | 11,627 | +1987.4% | 0.39% | +1234.5% |
Q4 2019 | $32,000 | – | 557 | – | 0.03% | – |
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% |