SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,025,701 | +6.5% | 71,025 | +9.3% | 0.11% | +8.6% |
Q2 2023 | $4,721,068 | +1.2% | 65,011 | +1.9% | 0.10% | -6.2% |
Q1 2023 | $4,666,079 | +21.7% | 63,779 | +28.2% | 0.11% | +6.7% |
Q4 2022 | $3,834,919 | +15.0% | 49,752 | -0.9% | 0.10% | -17.3% |
Q3 2022 | $3,336,000 | -6.4% | 50,218 | +0.9% | 0.13% | +4.1% |
Q2 2022 | $3,566,000 | +93.7% | 49,784 | +113.3% | 0.12% | +69.4% |
Q1 2022 | $1,841,000 | +218.0% | 23,336 | +225.8% | 0.07% | +200.0% |
Q4 2021 | $579,000 | +33.1% | 7,163 | +22.3% | 0.02% | +20.0% |
Q3 2021 | $435,000 | +2.6% | 5,859 | +4.5% | 0.02% | 0.0% |
Q2 2021 | $424,000 | +2.7% | 5,607 | -1.0% | 0.02% | -9.1% |
Q1 2021 | $413,000 | +27.1% | 5,664 | +11.8% | 0.02% | -4.3% |
Q4 2020 | $325,000 | +21.3% | 5,067 | +4.6% | 0.02% | 0.0% |
Q3 2020 | $268,000 | +11.2% | 4,846 | +4.1% | 0.02% | 0.0% |
Q2 2020 | $241,000 | +19.3% | 4,657 | +33.5% | 0.02% | +35.3% |
Q4 2019 | $202,000 | -36.9% | 3,488 | -43.0% | 0.02% | -48.5% |
Q1 2019 | $320,000 | +1.3% | 6,121 | -9.0% | 0.03% | -13.2% |
Q4 2018 | $316,000 | +2006.7% | 6,728 | +2142.7% | 0.04% | +1800.0% |
Q2 2018 | $15,000 | – | 300 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Keystone Financial Planning, Inc. | 1,007,436 | $81,431,000 | 27.74% |
Orgel Wealth Management, LLC | 3,063,799 | $247,647,000 | 23.91% |
Kellett Wealth Advisors, LLC | 341,745 | $27,623,000 | 21.14% |
WFA Asset Management Corp | 374,555 | $30,275,315 | 19.76% |
HHM Wealth Advisors, LLC | 1,007,816 | $81,462,000 | 19.66% |
Reitz Capital Advisors LLC | 338,201 | $25,574,000 | 18.04% |
AllGen Financial Advisors, Inc. | 291,226 | $23,539,835 | 17.45% |
Legacy Financial Strategies, LLC | 499,154 | $40,347,000 | 17.44% |
McCarthy Asset Management, Inc. | 303,827 | $24,552,000 | 16.88% |
Members Advisory Group LLC | 313,288 | $25,327,000 | 16.72% |