SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,337 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,299,895 | -7.0% | 18,370 | -4.6% | 0.49% | -2.4% |
Q2 2023 | $1,398,278 | -0.7% | 19,255 | -0.0% | 0.50% | -6.5% |
Q1 2023 | $1,408,806 | +131.4% | 19,257 | +139.0% | 0.54% | +116.9% |
Q4 2022 | $608,716 | +16.4% | 8,058 | +2.4% | 0.25% | +5.1% |
Q3 2022 | $523,000 | -7.6% | 7,868 | -0.4% | 0.24% | -7.1% |
Q2 2022 | $566,000 | -12.4% | 7,897 | -3.6% | 0.26% | -2.7% |
Q1 2022 | $646,000 | +4.4% | 8,191 | +7.0% | 0.26% | -4.4% |
Q4 2021 | $619,000 | +7.8% | 7,654 | -1.0% | 0.27% | -35.5% |
Q3 2021 | $574,000 | -6.5% | 7,728 | -4.8% | 0.42% | -5.1% |
Q2 2021 | $614,000 | -6.0% | 8,119 | -9.4% | 0.45% | -13.7% |
Q1 2021 | $653,000 | +5.7% | 8,958 | -7.0% | 0.52% | -8.3% |
Q4 2020 | $618,000 | – | 9,636 | – | 0.57% | – |
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% |