SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,362,204 | +18.2% | 118,177 | +16.2% | 0.94% | +10.4% |
Q2 2023 | $7,077,025 | +4.9% | 101,696 | +10.3% | 0.85% | +4.7% |
Q1 2023 | $6,747,547 | -7.1% | 92,230 | -4.1% | 0.82% | -14.7% |
Q4 2022 | $7,263,096 | -3.1% | 96,149 | -14.8% | 0.96% | -24.1% |
Q3 2022 | $7,495,000 | -9.4% | 112,833 | -2.3% | 1.26% | -26.4% |
Q2 2022 | $8,275,000 | -4.8% | 115,531 | +4.9% | 1.71% | +12.4% |
Q1 2022 | $8,692,000 | -0.2% | 110,182 | +2.2% | 1.52% | +7.7% |
Q4 2021 | $8,712,000 | -4.6% | 107,776 | -12.4% | 1.42% | -21.2% |
Q3 2021 | $9,132,000 | -11.0% | 123,010 | -9.3% | 1.80% | -11.1% |
Q2 2021 | $10,256,000 | -3.6% | 135,628 | -6.6% | 2.02% | -8.5% |
Q1 2021 | $10,644,000 | -8.5% | 145,167 | -20.0% | 2.21% | -21.0% |
Q4 2020 | $11,638,000 | +17.2% | 181,451 | +1.0% | 2.79% | -8.5% |
Q3 2020 | $9,932,000 | +13.7% | 179,608 | +6.4% | 3.05% | +5.0% |
Q2 2020 | $8,732,000 | +128.3% | 168,811 | +98.5% | 2.90% | +83.3% |
Q1 2020 | $3,825,000 | -61.5% | 85,033 | -50.4% | 1.58% | -59.0% |
Q4 2019 | $9,933,000 | +2.1% | 171,499 | -4.7% | 3.86% | -14.8% |
Q3 2019 | $9,730,000 | – | 179,946 | – | 4.53% | – |
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% |