SVB WEALTH LLC - SCHWAB STRATEGIC TR ownership

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
SVB WEALTH LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$20,522,350
-43.9%
290,027
-42.4%
0.45%
-31.8%
Q2 2023$36,594,075
-56.0%
503,911
-55.6%
0.66%
-43.1%
Q1 2023$83,123,221
-16.7%
1,136,184
-14.0%
1.16%
-13.7%
Q4 2022$99,768,024
+22.4%
1,320,731
+7.7%
1.35%
+13.2%
Q3 2022$81,492,000
+1.0%
1,226,730
+8.9%
1.19%
-4.1%
Q2 2022$80,710,000
+4197.7%
1,126,756
+4631.7%
1.24%
+4864.0%
Q1 2022$1,878,000
-1.8%
23,813
+0.6%
0.02%
-19.4%
Q4 2021$1,913,000
+12.3%
23,668
+3.1%
0.03%
+40.9%
Q3 2021$1,704,000
+8.8%
22,959
+10.9%
0.02%
+10.0%
Q2 2021$1,566,000
+18.9%
20,709
+14.7%
0.02%
+11.1%
Q1 2021$1,317,000
+42.2%
18,059
+25.1%
0.02%
+28.6%
Q4 2020$926,000
+180.6%
14,439
+153.7%
0.01%
+133.3%
Q4 2019$330,000
-9.3%
5,692
-14.4%
0.01%
-14.3%
Q3 2019$364,000
+21.7%
6,647
+18.1%
0.01%
-30.0%
Q2 2019$299,0005,6260.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,007,436$81,431,00027.74%
Orgel Wealth Management, LLC 3,063,799$247,647,00023.91%
Kellett Wealth Advisors, LLC 341,745$27,623,00021.14%
WFA Asset Management Corp 374,555$30,275,31519.76%
HHM Wealth Advisors, LLC 1,007,816$81,462,00019.66%
Reitz Capital Advisors LLC 338,201$25,574,00018.04%
AllGen Financial Advisors, Inc. 291,226$23,539,83517.45%
Legacy Financial Strategies, LLC 499,154$40,347,00017.44%
McCarthy Asset Management, Inc. 303,827$24,552,00016.88%
Members Advisory Group LLC 313,288$25,327,00016.72%
View complete list of SCHWAB STRATEGIC TR shareholders