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 | $4,006,848 | +2.9% | 56,626 | +5.6% | 0.33% | +23.3% |
Q2 2023 | $3,895,798 | +12.6% | 53,646 | +13.5% | 0.27% | +7.6% |
Q1 2023 | $3,458,440 | -13.9% | 47,272 | -11.1% | 0.25% | -12.5% |
Q4 2022 | $4,016,296 | +23.4% | 53,168 | +8.5% | 0.29% | +7.1% |
Q3 2022 | $3,255,000 | +10.3% | 48,993 | +18.9% | 0.27% | +20.2% |
Q2 2022 | $2,951,000 | +17.7% | 41,201 | +29.7% | 0.22% | +32.7% |
Q1 2022 | $2,507,000 | -0.4% | 31,774 | +2.0% | 0.17% | +4.3% |
Q4 2021 | $2,518,000 | +25.8% | 31,150 | +15.6% | 0.16% | +13.4% |
Q3 2021 | $2,001,000 | +2.7% | 26,953 | +4.7% | 0.14% | -3.4% |
Q2 2021 | $1,948,000 | +28.1% | 25,754 | +23.4% | 0.15% | +26.7% |
Q1 2021 | $1,521,000 | +155.6% | 20,864 | +124.8% | 0.12% | +141.7% |
Q4 2020 | $595,000 | – | 9,283 | – | 0.05% | – |
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% |