SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $588,511 | -3.2% | 8,317 | -0.7% | 0.20% | -2.0% |
Q2 2023 | $608,265 | +1.3% | 8,376 | +2.0% | 0.20% | -7.8% |
Q1 2023 | $600,497 | +13.7% | 8,208 | +3.3% | 0.22% | -12.0% |
Q4 2022 | $528,052 | +0.0% | 7,949 | 0.0% | 0.25% | +0.4% |
Q3 2022 | $528,000 | -8.0% | 7,949 | 0.0% | 0.25% | -20.3% |
Q2 2022 | $574,000 | +47.9% | 7,949 | +61.5% | 0.31% | +61.1% |
Q1 2022 | $388,000 | -2.5% | 4,921 | 0.0% | 0.19% | -3.0% |
Q4 2021 | $398,000 | +4.5% | 4,921 | -4.1% | 0.20% | -7.9% |
Q3 2021 | $381,000 | +10.4% | 5,134 | +13.2% | 0.22% | +11.9% |
Q2 2021 | $345,000 | +4.2% | 4,534 | 0.0% | 0.19% | -11.5% |
Q1 2021 | $331,000 | +2446.2% | 4,534 | +2178.4% | 0.22% | +2080.0% |
Q4 2020 | $13,000 | +44.4% | 199 | 0.0% | 0.01% | +11.1% |
Q1 2020 | $9,000 | – | 199 | – | 0.01% | – |
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% |