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 | $7,554,757 | +4.7% | 106,766 | +7.4% | 8.66% | +6.0% |
Q2 2023 | $7,215,925 | +31.3% | 99,366 | +32.3% | 8.17% | +30.0% |
Q1 2023 | $5,496,011 | +7.6% | 75,123 | +11.1% | 6.28% | +3.6% |
Q4 2022 | $5,106,873 | +27.8% | 67,605 | +12.4% | 6.06% | -3.9% |
Q3 2022 | $3,995,000 | -6.3% | 60,135 | +1.0% | 6.31% | +21.5% |
Q2 2022 | $4,265,000 | +1.6% | 59,546 | +11.9% | 5.19% | -0.4% |
Q1 2022 | $4,197,000 | – | 53,205 | – | 5.21% | – |
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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% |