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 | $7,325,448 | +2.2% | 103,525 | +4.9% | 4.50% | +4.0% |
Q2 2023 | $7,165,943 | -1.1% | 98,677 | -0.4% | 4.32% | +0.6% |
Q1 2023 | $7,244,802 | -28.2% | 99,027 | -25.9% | 4.30% | -33.1% |
Q4 2022 | $10,094,528 | +82.2% | 133,632 | +60.3% | 6.42% | +68.8% |
Q3 2022 | $5,539,000 | -5.0% | 83,377 | +2.5% | 3.80% | -10.8% |
Q2 2022 | $5,829,000 | -5.7% | 81,372 | +3.8% | 4.26% | +7.7% |
Q1 2022 | $6,184,000 | +3.0% | 78,386 | +5.6% | 3.96% | +12.3% |
Q4 2021 | $6,002,000 | – | 74,258 | – | 3.52% | – |
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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% |