SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $820,108 | -4.8% | 11,590 | -2.3% | 0.81% | -1.7% |
Q2 2023 | $861,055 | -0.7% | 11,857 | 0.0% | 0.83% | -11.6% |
Q1 2023 | $867,458 | -5.1% | 11,857 | -2.0% | 0.94% | -19.7% |
Q4 2022 | $913,656 | +12.9% | 12,095 | -0.7% | 1.16% | +5.7% |
Q3 2022 | $809,000 | -8.2% | 12,184 | -1.0% | 1.10% | -4.2% |
Q2 2022 | $881,000 | -24.2% | 12,305 | -16.5% | 1.15% | -21.7% |
Q1 2022 | $1,162,000 | -5.2% | 14,735 | -2.9% | 1.47% | +25.2% |
Q4 2021 | $1,226,000 | – | 15,173 | – | 1.17% | – |
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% |