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 | $9,185,984 | +95.4% | 129,818 | +100.5% | 0.61% | +82.0% |
| Q2 2023 | $4,701,729 | +6.7% | 64,744 | +7.5% | 0.33% | -1.8% |
| Q1 2023 | $4,405,563 | +174.8% | 60,218 | +183.8% | 0.34% | +153.0% |
| Q4 2022 | $1,603,029 | -2.0% | 21,220 | -13.8% | 0.13% | -22.1% |
| Q3 2022 | $1,635,000 | +1.4% | 24,610 | +9.3% | 0.17% | +17.8% |
| Q2 2022 | $1,613,000 | -37.6% | 22,518 | -31.3% | 0.15% | -30.5% |
| Q1 2022 | $2,586,000 | -7.8% | 32,778 | -5.6% | 0.21% | +4.0% |
| Q4 2021 | $2,806,000 | +17.5% | 34,711 | +7.9% | 0.20% | -1.0% |
| Q3 2021 | $2,388,000 | +292.1% | 32,169 | +299.7% | 0.20% | +277.8% |
| Q2 2021 | $609,000 | +136.0% | 8,048 | +127.3% | 0.05% | +100.0% |
| Q1 2021 | $258,000 | +203.5% | 3,541 | +87.8% | 0.03% | -55.0% |
| Q1 2020 | $85,000 | -72.8% | 1,886 | -65.0% | 0.06% | -66.1% |
| Q4 2019 | $312,000 | – | 5,383 | – | 0.18% | – |
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% |