SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $253,996 | -2.4% | 3,590 | +0.2% | 0.04% | -2.3% |
Q2 2023 | $260,213 | -13.6% | 3,583 | -10.1% | 0.04% | -25.4% |
Q4 2022 | $301,153 | +13.6% | 3,987 | +0.0% | 0.06% | +9.3% |
Q3 2022 | $265,000 | -7.0% | 3,986 | +0.0% | 0.05% | -3.6% |
Q2 2022 | $285,000 | -34.6% | 3,985 | -27.9% | 0.06% | -24.3% |
Q1 2022 | $436,000 | -2.5% | 5,527 | 0.0% | 0.07% | +1.4% |
Q4 2021 | $447,000 | +9.0% | 5,527 | +0.0% | 0.07% | -1.4% |
Q3 2021 | $410,000 | +9.6% | 5,526 | +11.8% | 0.07% | +8.8% |
Q2 2021 | $374,000 | +2.7% | 4,944 | -1.1% | 0.07% | -4.2% |
Q1 2021 | $364,000 | +13.4% | 4,998 | +0.0% | 0.07% | +6.0% |
Q4 2020 | $321,000 | +41.4% | 4,997 | +21.7% | 0.07% | +19.6% |
Q3 2020 | $227,000 | +4.1% | 4,106 | -2.4% | 0.06% | -5.1% |
Q2 2020 | $218,000 | -5.6% | 4,205 | +5.7% | 0.06% | -4.8% |
Q4 2019 | $231,000 | -45.8% | 3,980 | -48.8% | 0.06% | -52.7% |
Q3 2019 | $426,000 | -29.7% | 7,768 | -31.9% | 0.13% | -33.5% |
Q2 2019 | $606,000 | -11.9% | 11,412 | -13.2% | 0.20% | -19.6% |
Q1 2019 | $688,000 | -2.5% | 13,151 | -12.5% | 0.24% | -23.2% |
Q4 2018 | $706,000 | -41.3% | 15,024 | -33.6% | 0.32% | -35.2% |
Q3 2018 | $1,202,000 | -6.6% | 22,624 | -13.5% | 0.49% | -31.5% |
Q2 2018 | $1,287,000 | -14.7% | 26,161 | -16.9% | 0.72% | -14.3% |
Q1 2018 | $1,508,000 | -18.4% | 31,499 | -9.8% | 0.84% | -27.1% |
Q4 2017 | $1,849,000 | – | 34,925 | – | 1.15% | – |
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% |