SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,337 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,593,897 | +71.3% | 22,525 | +75.8% | 0.10% | +80.7% |
Q2 2023 | $930,695 | -3.0% | 12,816 | -2.3% | 0.06% | -8.1% |
Q1 2023 | $959,948 | -0.5% | 13,121 | +2.8% | 0.06% | -8.8% |
Q4 2022 | $964,471 | +120308.4% | 12,768 | +5.8% | 0.07% | +7.9% |
Q3 2022 | $801 | -5.9% | 12,065 | +1.6% | 0.06% | -6.0% |
Q2 2022 | $851 | -51.7% | 11,878 | -46.8% | 0.07% | -43.7% |
Q1 2022 | $1,761 | +7.4% | 22,316 | +10.0% | 0.12% | -6.3% |
Q4 2021 | $1,640 | +155.1% | 20,286 | +134.3% | 0.13% | +101.6% |
Q3 2021 | $643 | -0.6% | 8,659 | +1.3% | 0.06% | -18.2% |
Q2 2021 | $647 | +4.9% | 8,551 | +1.1% | 0.08% | -19.8% |
Q1 2021 | $617 | +51.6% | 8,457 | +33.4% | 0.10% | +18.5% |
Q4 2020 | $407 | +62.2% | 6,340 | +39.6% | 0.08% | +35.0% |
Q3 2020 | $251 | – | 4,540 | – | 0.06% | – |
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% |