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 | $1,757,473 | -4.8% | 24,837 | -2.3% | 0.91% | -3.4% |
Q2 2023 | $1,846,637 | +4.3% | 25,429 | +5.1% | 0.94% | -7.2% |
Q1 2023 | $1,770,876 | +48.0% | 24,206 | +52.8% | 1.02% | +38.7% |
Q4 2022 | $1,196,555 | +120.4% | 15,840 | +93.9% | 0.73% | +94.7% |
Q3 2022 | $543,000 | +5.6% | 8,171 | +13.8% | 0.38% | +7.7% |
Q2 2022 | $514,000 | -8.5% | 7,177 | +0.4% | 0.35% | +2.6% |
Q1 2022 | $562,000 | +0.4% | 7,148 | +0.0% | 0.34% | -4.7% |
Q4 2021 | $560,000 | – | 7,146 | – | 0.36% | – |
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% |