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 | $310,935 | -2.6% | 4,394 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $319,108 | +2.8% | 4,394 | +3.5% | 0.02% | 0.0% |
| Q1 2023 | $310,507 | -3.2% | 4,244 | 0.0% | 0.02% | -10.5% |
| Q4 2022 | $320,609 | +13.7% | 4,244 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $282,000 | -7.2% | 4,244 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $304,000 | -9.3% | 4,244 | 0.0% | 0.02% | +10.5% |
| Q1 2022 | $335,000 | -2.3% | 4,244 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $343,000 | -99.9% | 4,244 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $315,091,000 | -1.8% | 4,244 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $320,948,000 | +3.7% | 4,244 | 0.0% | 0.02% | +5.3% |
| Q1 2021 | $309,489,000 | +113682.7% | 4,244 | 0.0% | 0.02% | +11.8% |
| Q4 2020 | $272,000 | -99.9% | 4,244 | 0.0% | 0.02% | -43.3% |
| Q3 2020 | $234,705,000 | +6.8% | 4,244 | -32.6% | 0.03% | -3.2% |
| Q2 2020 | $219,857,000 | +15.2% | 6,301 | +48.5% | 0.03% | -8.8% |
| Q1 2020 | $190,905,000 | -22.3% | 4,244 | 0.0% | 0.03% | +6.2% |
| Q4 2019 | $245,825,000 | +105859.1% | 4,244 | 0.0% | 0.03% | -5.9% |
| Q3 2019 | $232,000 | -99.9% | 4,244 | -16.4% | 0.03% | -17.1% |
| Q2 2019 | $269,558,000 | – | 5,079 | – | 0.04% | – |
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% |