SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,328,152 | +10.6% | 174,225 | +13.5% | 0.62% | +7.6% |
| Q2 2023 | $11,146,055 | +17.3% | 153,485 | +18.1% | 0.58% | +7.0% |
| Q1 2023 | $9,504,382 | +17.5% | 129,912 | +21.3% | 0.54% | +6.9% |
| Q4 2022 | $8,087,673 | +33.5% | 107,065 | +17.4% | 0.51% | +10.4% |
| Q3 2022 | $6,059,000 | +229.8% | 91,216 | +255.7% | 0.46% | +184.0% |
| Q2 2022 | $1,837,000 | +29.2% | 25,647 | +42.3% | 0.16% | +50.0% |
| Q1 2022 | $1,422,000 | +49.7% | 18,025 | +53.3% | 0.11% | +54.3% |
| Q4 2021 | $950,000 | +11.6% | 11,758 | +2.6% | 0.07% | +1.4% |
| Q3 2021 | $851,000 | -7.3% | 11,458 | -5.6% | 0.07% | +19.0% |
| Q2 2021 | $918,000 | +14.3% | 12,137 | +10.2% | 0.06% | 0.0% |
| Q1 2021 | $803,000 | +130.1% | 11,015 | +102.3% | 0.06% | +100.0% |
| Q4 2020 | $349,000 | +436.9% | 5,445 | +301.0% | 0.03% | +70.6% |
| Q1 2018 | $65,000 | -8.5% | 1,358 | 0.0% | 0.02% | -10.5% |
| Q4 2017 | $71,000 | +7000.0% | 1,358 | +5332.0% | 0.02% | – |
| Q3 2017 | $1,000 | -97.9% | 25 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $47,000 | – | 25 | – | 0.02% | – |
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% |