NewEdge Wealth, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.

Quarter-by-quarter ownership
NewEdge Wealth, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$882,377
-21.1%
12,470
-19.0%
0.03%
-24.3%
Q2 2023$1,118,172
-6.9%
15,398
-6.3%
0.04%
-19.6%
Q1 2023$1,201,65316,4250.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 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