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 | $14,757,024 | -2.1% | 211,935 | +2.1% | 2.00% | -1.6% |
Q2 2023 | $15,075,038 | +6.9% | 207,588 | +7.6% | 2.04% | -6.8% |
Q1 2023 | $14,108,548 | +1.9% | 192,845 | +5.2% | 2.18% | +2.5% |
Q4 2022 | $13,847,757 | +19.7% | 183,317 | +5.3% | 2.13% | +10.5% |
Q3 2022 | $11,567,000 | -6.1% | 174,127 | +1.3% | 1.93% | +2.6% |
Q2 2022 | $12,315,000 | -0.7% | 171,923 | +9.3% | 1.88% | +8.6% |
Q1 2022 | $12,404,000 | +6.3% | 157,232 | +8.9% | 1.73% | +4.3% |
Q4 2021 | $11,667,000 | +75.0% | 144,341 | +60.7% | 1.66% | +57.5% |
Q3 2021 | $6,668,000 | +2.0% | 89,823 | +3.9% | 1.05% | +0.5% |
Q2 2021 | $6,536,000 | +5.0% | 86,431 | +1.2% | 1.05% | -1.8% |
Q1 2021 | $6,225,000 | +19.6% | 85,368 | +5.2% | 1.07% | +10.0% |
Q4 2020 | $5,204,000 | +20.5% | 81,134 | +3.9% | 0.97% | +1.5% |
Q3 2020 | $4,319,000 | +16.5% | 78,099 | +9.1% | 0.96% | +10.0% |
Q2 2020 | $3,706,000 | +407.0% | 71,612 | +340.6% | 0.87% | +341.1% |
Q1 2020 | $731,000 | – | 16,253 | – | 0.20% | – |
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% |