SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $1,577,577 | +17.6% | 20,884 | +3.5% | 0.47% | +10.6% |
Q3 2022 | $1,341,000 | -7.3% | 20,184 | 0.0% | 0.42% | -5.4% |
Q2 2022 | $1,446,000 | -10.1% | 20,184 | -1.0% | 0.45% | 0.0% |
Q1 2022 | $1,608,000 | -6.9% | 20,384 | -4.7% | 0.45% | -14.4% |
Q4 2021 | $1,728,000 | +8.8% | 21,384 | 0.0% | 0.52% | +1.2% |
Q3 2021 | $1,588,000 | -4.9% | 21,384 | -3.2% | 0.52% | +12.9% |
Q2 2021 | $1,670,000 | +3.7% | 22,084 | 0.0% | 0.46% | +1.1% |
Q1 2021 | $1,610,000 | +13.7% | 22,084 | 0.0% | 0.45% | +6.6% |
Q4 2020 | $1,416,000 | +19.7% | 22,084 | +3.3% | 0.42% | +12.8% |
Q3 2020 | $1,183,000 | +6.9% | 21,384 | 0.0% | 0.38% | -2.6% |
Q2 2020 | $1,107,000 | +9.5% | 21,384 | -4.9% | 0.39% | -8.3% |
Q1 2020 | $1,011,000 | -26.9% | 22,484 | -5.9% | 0.42% | -15.3% |
Q4 2019 | $1,383,000 | +5.7% | 23,884 | 0.0% | 0.50% | -0.6% |
Q3 2019 | $1,308,000 | +1.7% | 23,884 | -0.2% | 0.50% | -4.6% |
Q2 2019 | $1,286,000 | +2.8% | 23,922 | 0.0% | 0.52% | -3.0% |
Q1 2019 | $1,251,000 | +11.3% | 23,922 | 0.0% | 0.54% | -3.4% |
Q4 2018 | $1,124,000 | – | 23,922 | – | 0.56% | – |
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% |