SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,310,624 | -0.7% | 244,639 | +1.9% | 0.27% | +1.5% |
Q2 2023 | $17,436,418 | -30.1% | 240,105 | -29.6% | 0.26% | -34.3% |
Q1 2023 | $24,935,871 | +13.0% | 340,840 | +16.7% | 0.40% | +6.4% |
Q4 2022 | $22,058,460 | +28.7% | 292,010 | +13.2% | 0.38% | +17.2% |
Q3 2022 | $17,143,000 | +4.9% | 258,057 | +13.1% | 0.32% | +7.0% |
Q2 2022 | $16,340,000 | -7.4% | 228,119 | +2.0% | 0.30% | +9.5% |
Q1 2022 | $17,641,000 | +11.3% | 223,618 | +14.1% | 0.27% | +13.3% |
Q4 2021 | $15,844,000 | +16.6% | 196,020 | +7.1% | 0.24% | +3.0% |
Q3 2021 | $13,589,000 | +42.2% | 183,037 | +44.8% | 0.23% | +44.4% |
Q2 2021 | $9,558,000 | -99.9% | 126,399 | +6.7% | 0.16% | +113.2% |
Q1 2021 | $8,639,416,000 | +739576.0% | 118,478 | +550.8% | 0.08% | +204.0% |
Q4 2020 | $1,168,000 | +35.8% | 18,205 | +17.1% | 0.02% | +13.6% |
Q3 2020 | $860,000 | +81.8% | 15,548 | +69.9% | 0.02% | +69.2% |
Q2 2020 | $473,000 | +498.7% | 9,149 | +415.1% | 0.01% | +333.3% |
Q1 2020 | $79,000 | -54.3% | 1,776 | -40.6% | 0.00% | -40.0% |
Q4 2019 | $173,000 | +6.1% | 2,988 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $163,000 | +3.2% | 2,988 | 0.0% | 0.01% | -16.7% |
Q2 2019 | $158,000 | +88.1% | 2,988 | +89.5% | 0.01% | +50.0% |
Q3 2018 | $84,000 | +29.2% | 1,577 | +20.1% | 0.00% | 0.0% |
Q2 2018 | $65,000 | – | 1,313 | – | 0.00% | – |
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% |