SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,148,239 | +53.8% | 214,079 | +57.8% | 0.41% | +55.3% |
Q2 2023 | $9,850,207 | -5.0% | 135,640 | -4.3% | 0.26% | -8.7% |
Q1 2023 | $10,365,836 | +32.5% | 141,687 | +36.8% | 0.29% | +19.6% |
Q4 2022 | $7,823,066 | +22.4% | 103,562 | +7.6% | 0.24% | +6.2% |
Q3 2022 | $6,393,000 | -13.9% | 96,230 | -7.1% | 0.23% | -11.0% |
Q2 2022 | $7,421,000 | +9.5% | 103,597 | +20.6% | 0.25% | +27.6% |
Q1 2022 | $6,777,000 | +25.8% | 85,898 | +28.9% | 0.20% | +28.4% |
Q4 2021 | $5,386,000 | +37.4% | 66,638 | +26.2% | 0.16% | +24.0% |
Q3 2021 | $3,921,000 | +1.8% | 52,820 | +3.7% | 0.12% | +3.3% |
Q2 2021 | $3,850,000 | +22.8% | 50,918 | +18.4% | 0.12% | +4.3% |
Q1 2021 | $3,135,000 | +22.4% | 42,988 | +7.6% | 0.12% | +12.6% |
Q4 2020 | $2,561,000 | +35.8% | 39,936 | +17.1% | 0.10% | +15.7% |
Q3 2020 | $1,886,000 | +40.6% | 34,100 | +31.6% | 0.09% | +20.3% |
Q2 2020 | $1,341,000 | +90.8% | 25,914 | +65.7% | 0.07% | +60.9% |
Q1 2020 | $703,000 | -23.3% | 15,638 | -1.2% | 0.05% | -4.2% |
Q4 2019 | $917,000 | +91.4% | 15,832 | +75.5% | 0.05% | +65.5% |
Q3 2019 | $479,000 | 0.0% | 9,019 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $479,000 | +538.7% | 9,019 | +532.0% | 0.03% | +480.0% |
Q1 2019 | $75,000 | +257.1% | 1,427 | +218.5% | 0.01% | +150.0% |
Q4 2018 | $21,000 | -93.9% | 448 | -93.2% | 0.00% | -92.0% |
Q3 2018 | $347,000 | -36.6% | 6,552 | -38.5% | 0.02% | -40.5% |
Q2 2018 | $547,000 | +10840.0% | 10,655 | +10449.5% | 0.04% | – |
Q1 2018 | $5,000 | 0.0% | 101 | -2.9% | 0.00% | -100.0% |
Q3 2017 | $5,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $5,000 | +150.0% | 104 | +89.1% | 0.00% | – |
Q3 2016 | $2,000 | -95.6% | 55 | -94.9% | 0.00% | -100.0% |
Q2 2016 | $45,000 | – | 1,075 | – | 0.01% | – |
Download |
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% |