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 | $9,255,878 | -3.5% | 130,807 | -1.0% | 1.52% | -1.2% |
Q2 2023 | $9,590,940 | -1.1% | 132,070 | -0.3% | 1.54% | -10.1% |
Q1 2023 | $9,695,902 | -3.8% | 132,530 | -0.6% | 1.71% | -10.5% |
Q4 2022 | $10,075,366 | +14.6% | 133,378 | +0.8% | 1.91% | +1.5% |
Q3 2022 | $8,791,000 | -9.1% | 132,335 | -2.0% | 1.88% | -17.0% |
Q2 2022 | $9,672,000 | -9.0% | 135,027 | +0.2% | 2.27% | +2.5% |
Q1 2022 | $10,626,000 | -4.8% | 134,693 | -2.4% | 2.22% | -1.2% |
Q4 2021 | $11,160,000 | +9.3% | 138,071 | +0.4% | 2.24% | -1.4% |
Q3 2021 | $10,210,000 | -2.2% | 137,533 | -0.4% | 2.27% | -3.2% |
Q2 2021 | $10,437,000 | +3.9% | 138,021 | +0.1% | 2.35% | -5.2% |
Q1 2021 | $10,050,000 | +13.5% | 137,817 | -0.2% | 2.48% | +6.9% |
Q4 2020 | $8,858,000 | +15.7% | 138,102 | +0.1% | 2.32% | -1.2% |
Q3 2020 | $7,653,000 | +1.2% | 137,945 | -6.5% | 2.34% | -12.2% |
Q2 2020 | $7,564,000 | +16.8% | 147,565 | +2.5% | 2.67% | +3.2% |
Q1 2020 | $6,474,000 | – | 143,925 | – | 2.59% | – |
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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% |