SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,482,593 | +26.1% | 119,878 | +29.4% | 7.10% | +19.7% |
Q2 2023 | $6,729,520 | -29.4% | 92,668 | -28.9% | 5.93% | -36.3% |
Q1 2023 | $9,532,268 | +27.9% | 130,293 | +32.0% | 9.31% | +8.9% |
Q4 2022 | $7,453,990 | +11.1% | 98,676 | -2.3% | 8.55% | +7.2% |
Q3 2022 | $6,709,000 | -31.2% | 100,997 | -25.8% | 7.97% | -21.5% |
Q2 2022 | $9,747,000 | -8.0% | 136,077 | +1.3% | 10.16% | +15.1% |
Q1 2022 | $10,600,000 | +3.8% | 134,362 | +6.3% | 8.82% | +14.2% |
Q4 2021 | $10,213,000 | +41.2% | 126,357 | +29.7% | 7.72% | +38.7% |
Q3 2021 | $7,232,000 | -20.5% | 97,411 | -19.0% | 5.57% | -24.4% |
Q2 2021 | $9,095,000 | -13.6% | 120,270 | -16.7% | 7.36% | -15.3% |
Q1 2021 | $10,531,000 | +11.7% | 144,412 | -1.8% | 8.69% | +2.1% |
Q4 2020 | $9,430,000 | +15.5% | 147,019 | -0.4% | 8.51% | +1.2% |
Q3 2020 | $8,166,000 | +14.0% | 147,670 | +6.7% | 8.41% | +1.0% |
Q2 2020 | $7,163,000 | +24.2% | 138,423 | +7.9% | 8.33% | +10.3% |
Q1 2020 | $5,769,000 | -48.5% | 128,259 | -33.7% | 7.55% | -29.7% |
Q4 2019 | $11,202,000 | – | 193,400 | – | 10.74% | – |
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% |