Joule Financial, LLC - SCHWAB STRATEGIC TR ownership

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
Joule Financial, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$9,337,544
+0.6%
131,961
+3.2%
4.77%
-0.3%
Q2 2023$9,282,391
+2.1%
127,821
+2.9%
4.78%
-2.0%
Q1 2023$9,088,658
-2.0%
124,230
+1.2%
4.88%
-20.7%
Q4 2022$9,273,207
+21.5%
122,759
+6.9%
6.15%
+7.4%
Q3 2022$7,632,000
+48.8%
114,881
+60.4%
5.72%
+43.0%
Q2 2022$5,129,00071,6014.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 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