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 | $280,521 | +7.8% | 3,981 | +11.1% | 0.04% | +11.1% |
Q2 2023 | $260,134 | -15.8% | 3,582 | -15.2% | 0.04% | -25.0% |
Q1 2023 | $308,956 | -4.9% | 4,223 | -1.8% | 0.05% | -7.7% |
Q4 2022 | $324,914 | -71.7% | 4,301 | -75.1% | 0.05% | -75.0% |
Q3 2022 | $1,148,000 | -13.6% | 17,274 | -6.9% | 0.21% | -9.6% |
Q2 2022 | $1,329,000 | -94.1% | 18,548 | -93.5% | 0.23% | -92.5% |
Q1 2022 | $22,537,000 | -2.5% | 285,672 | -0.1% | 3.08% | -2.7% |
Q4 2021 | $23,120,000 | +5.3% | 286,036 | -3.3% | 3.17% | -3.6% |
Q3 2021 | $21,961,000 | -6.5% | 295,815 | -4.8% | 3.29% | -7.9% |
Q2 2021 | $23,498,000 | +142.3% | 310,735 | +133.7% | 3.57% | +115.9% |
Q1 2021 | $9,696,000 | +3491.1% | 132,965 | +3061.3% | 1.65% | +3018.9% |
Q4 2020 | $270,000 | -5.3% | 4,206 | -18.5% | 0.05% | -28.4% |
Q3 2020 | $285,000 | – | 5,160 | – | 0.07% | – |
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% |