SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,708,583 | -2.2% | 66,543 | +0.3% | 1.18% | +10.2% |
Q2 2023 | $4,815,925 | +0.9% | 66,317 | +1.6% | 1.07% | -28.7% |
Q1 2023 | $4,773,121 | -4.7% | 65,242 | -1.6% | 1.50% | -9.0% |
Q4 2022 | $5,008,763 | +16.7% | 66,306 | +2.6% | 1.64% | +1.2% |
Q3 2022 | $4,292,000 | -1.5% | 64,619 | +6.2% | 1.63% | +0.8% |
Q2 2022 | $4,359,000 | -8.3% | 60,855 | +0.9% | 1.61% | +1.2% |
Q1 2022 | $4,756,000 | +3.0% | 60,286 | +5.5% | 1.59% | +5.3% |
Q4 2021 | $4,618,000 | +8.3% | 57,137 | -0.6% | 1.51% | -7.2% |
Q3 2021 | $4,265,000 | -1.5% | 57,455 | +0.4% | 1.63% | -3.0% |
Q2 2021 | $4,328,000 | +4.7% | 57,245 | +1.1% | 1.68% | -20.2% |
Q1 2021 | $4,135,000 | +17.7% | 56,641 | +3.4% | 2.11% | +1.8% |
Q4 2020 | $3,513,000 | +9.0% | 54,769 | -5.9% | 2.07% | -12.8% |
Q3 2020 | $3,223,000 | -11.1% | 58,213 | -17.0% | 2.37% | -10.6% |
Q2 2020 | $3,627,000 | +6.3% | 70,099 | -7.6% | 2.65% | -18.1% |
Q1 2020 | $3,412,000 | -23.8% | 75,865 | -1.1% | 3.24% | -18.8% |
Q4 2019 | $4,480,000 | – | 76,720 | – | 3.99% | – |
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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% |