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 | $24,891,788 | -1.1% | 351,778 | +1.5% | 2.14% | -0.9% |
Q2 2023 | $25,162,287 | +5.4% | 346,493 | +6.2% | 2.16% | -1.3% |
Q1 2023 | $23,876,741 | +297.4% | 326,363 | +310.3% | 2.19% | +272.7% |
Q4 2022 | $6,008,962 | +52.4% | 79,547 | +34.0% | 0.59% | +40.8% |
Q3 2022 | $3,944,000 | +32.7% | 59,368 | +43.1% | 0.42% | +30.7% |
Q2 2022 | $2,972,000 | +721.0% | 41,485 | +802.8% | 0.32% | +739.5% |
Q1 2022 | $362,000 | – | 4,595 | – | 0.04% | – |
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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% |