SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $812,079 | +7.0% | 10,667 | -0.6% | 0.04% | -2.3% |
Q3 2023 | $758,972 | -0.5% | 10,726 | +2.1% | 0.04% | +7.5% |
Q2 2023 | $762,946 | +301459.7% | 10,506 | +214.0% | 0.04% | – |
Q4 2022 | $253 | -99.9% | 3,346 | 0.0% | 0.00% | -100.0% |
Q3 2022 | $240,000 | 0.0% | 3,346 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $240,000 | -9.1% | 3,346 | 0.0% | 0.02% | +6.7% |
Q1 2022 | $264,000 | -2.2% | 3,346 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $270,000 | – | 3,346 | – | 0.02% | – |
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% |