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 | $6,416,468 | -5.5% | 91,429 | -2.0% | 3.90% | -4.2% |
Q2 2023 | $6,788,084 | -2.0% | 93,333 | -1.5% | 4.07% | -2.8% |
Q1 2023 | $6,929,845 | -5.9% | 94,722 | -2.9% | 4.19% | -16.5% |
Q4 2022 | $7,365,499 | +32.7% | 97,505 | +16.7% | 5.02% | +9.3% |
Q3 2022 | $5,551,000 | +6.1% | 83,557 | +14.4% | 4.59% | +2.6% |
Q2 2022 | $5,231,000 | +14.7% | 73,032 | +26.8% | 4.48% | +10.5% |
Q1 2022 | $4,560,000 | +42.7% | 57,612 | +45.8% | 4.05% | +31.1% |
Q4 2021 | $3,195,000 | – | 39,522 | – | 3.09% | – |
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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% |