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 | $3,063,666 | -7.5% | 43,297 | -5.1% | 0.15% | -3.8% |
Q2 2023 | $3,312,844 | -40.3% | 45,619 | -39.9% | 0.16% | -53.1% |
Q1 2023 | $5,551,532 | -8.3% | 75,882 | -5.3% | 0.34% | -20.7% |
Q4 2022 | $6,053,025 | +89.2% | 80,130 | +66.4% | 0.43% | +62.9% |
Q3 2022 | $3,199,000 | -7.6% | 48,149 | -0.4% | 0.26% | -8.3% |
Q2 2022 | $3,462,000 | +3.9% | 48,333 | +14.5% | 0.29% | +21.5% |
Q1 2022 | $3,331,000 | +34.6% | 42,217 | +37.9% | 0.24% | +28.1% |
Q4 2021 | $2,475,000 | +125.4% | 30,624 | +107.0% | 0.18% | +23.3% |
Q3 2021 | $1,098,000 | +1.1% | 14,795 | +3.0% | 0.15% | -22.7% |
Q2 2021 | $1,086,000 | -0.4% | 14,361 | -4.0% | 0.19% | -8.1% |
Q1 2021 | $1,090,000 | +572.8% | 14,954 | +378.2% | 0.21% | +137.1% |
Q2 2020 | $162,000 | -48.6% | 3,127 | -42.1% | 0.09% | -68.0% |
Q4 2019 | $315,000 | +7.1% | 5,398 | +0.5% | 0.28% | -9.7% |
Q3 2019 | $294,000 | -1.3% | 5,371 | -4.2% | 0.31% | -9.9% |
Q2 2019 | $298,000 | -25.5% | 5,609 | -26.7% | 0.34% | -35.1% |
Q1 2019 | $400,000 | -93.9% | 7,650 | -94.2% | 0.53% | -91.2% |
Q4 2018 | $6,522,000 | – | 130,943 | – | 6.01% | – |
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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% |