SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $693,440 | -3.1% | 9,850 | 0.0% | 0.16% | +4.5% |
Q2 2023 | $715,307 | -0.7% | 9,850 | 0.0% | 0.16% | -3.1% |
Q1 2023 | $720,626 | -3.2% | 9,850 | 0.0% | 0.16% | -6.4% |
Q4 2022 | $744,069 | +6.1% | 9,850 | -6.6% | 0.17% | +3.0% |
Q3 2022 | $701,000 | -0.7% | 10,546 | +7.1% | 0.17% | +5.1% |
Q2 2022 | $706,000 | -75.0% | 9,850 | -72.5% | 0.16% | -40.8% |
Q1 2022 | $2,824,000 | +250.8% | 35,808 | +263.5% | 0.27% | +75.7% |
Q4 2021 | $805,000 | +10.1% | 9,850 | 0.0% | 0.15% | +6.3% |
Q3 2021 | $731,000 | -1.9% | 9,850 | 0.0% | 0.14% | -2.1% |
Q2 2021 | $745,000 | -17.1% | 9,850 | -20.1% | 0.15% | -24.7% |
Q1 2021 | $899,000 | +13.7% | 12,335 | 0.0% | 0.19% | +7.2% |
Q4 2020 | $791,000 | -42.0% | 12,335 | -50.0% | 0.18% | +4.0% |
Q3 2020 | $1,364,000 | +103.9% | 24,670 | +90.8% | 0.17% | -7.0% |
Q2 2020 | $669,000 | +14.9% | 12,930 | 0.0% | 0.19% | -10.5% |
Q1 2020 | $582,000 | -52.8% | 12,930 | -39.3% | 0.21% | -31.7% |
Q4 2019 | $1,233,000 | +5.7% | 21,296 | 0.0% | 0.31% | -1.9% |
Q3 2019 | $1,167,000 | -25.2% | 21,296 | -26.4% | 0.31% | -24.8% |
Q2 2019 | $1,560,000 | -1.9% | 28,941 | -4.9% | 0.42% | -12.8% |
Q1 2019 | $1,591,000 | -0.7% | 30,438 | -10.7% | 0.48% | -10.9% |
Q4 2018 | $1,602,000 | -13.0% | 34,098 | -1.9% | 0.53% | +4.7% |
Q3 2018 | $1,842,000 | -1.8% | 34,758 | -8.6% | 0.51% | -11.3% |
Q2 2018 | $1,875,000 | -7.5% | 38,031 | -8.0% | 0.58% | -8.7% |
Q1 2018 | $2,027,000 | – | 41,338 | – | 0.63% | – |
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% |