SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,117,513 | -3.8% | 15,793 | -1.3% | 0.10% | 0.0% |
Q2 2023 | $1,161,775 | -3.5% | 15,998 | -2.8% | 0.10% | -8.9% |
Q1 2023 | $1,204,360 | +136.1% | 16,462 | +143.7% | 0.11% | +119.6% |
Q4 2022 | $510,197 | +14.9% | 6,754 | +1.1% | 0.05% | +8.5% |
Q3 2022 | $444,000 | -7.9% | 6,680 | -0.7% | 0.05% | -4.1% |
Q2 2022 | $482,000 | +16.1% | 6,724 | +27.9% | 0.05% | +36.1% |
Q1 2022 | $415,000 | -20.5% | 5,258 | -18.6% | 0.04% | -26.5% |
Q4 2021 | $522,000 | -3.2% | 6,460 | -11.0% | 0.05% | -12.5% |
Q3 2021 | $539,000 | +2.3% | 7,260 | +4.1% | 0.06% | -1.8% |
Q2 2021 | $527,000 | +11.2% | 6,974 | +7.4% | 0.06% | +1.8% |
Q1 2021 | $474,000 | +125.7% | 6,494 | +98.0% | 0.06% | +107.4% |
Q4 2020 | $210,000 | -84.1% | 3,280 | -88.8% | 0.03% | -91.6% |
Q1 2020 | $1,317,000 | -35.3% | 29,286 | -16.7% | 0.32% | -6.6% |
Q4 2019 | $2,037,000 | -41.8% | 35,171 | -44.9% | 0.35% | -30.1% |
Q3 2019 | $3,499,000 | +68.7% | 63,882 | +63.5% | 0.50% | +38.7% |
Q2 2019 | $2,074,000 | +230.8% | 39,080 | +192.7% | 0.36% | +195.0% |
Q4 2018 | $627,000 | – | 13,351 | – | 0.12% | – |
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% |