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 | $12,466,922 | -0.8% | 176,186 | +1.8% | 1.62% | +3.3% |
Q2 2023 | $12,567,494 | +1.9% | 173,058 | +2.6% | 1.57% | -4.0% |
Q1 2023 | $12,334,638 | +3.6% | 168,598 | +7.0% | 1.63% | -2.4% |
Q4 2022 | $11,907,321 | +60.7% | 157,629 | +41.3% | 1.67% | +39.3% |
Q3 2022 | $7,408,000 | +13.6% | 111,522 | +22.5% | 1.20% | +18.3% |
Q2 2022 | $6,522,000 | +3.3% | 91,055 | +13.7% | 1.02% | +14.9% |
Q1 2022 | $6,316,000 | +3.2% | 80,065 | +5.8% | 0.88% | +2.0% |
Q4 2021 | $6,119,000 | +9.3% | 75,705 | +0.4% | 0.87% | -0.6% |
Q3 2021 | $5,599,000 | -1.0% | 75,412 | +0.8% | 0.87% | -1.8% |
Q2 2021 | $5,657,000 | +5.5% | 74,808 | +1.7% | 0.89% | +1.7% |
Q1 2021 | $5,363,000 | +13.8% | 73,550 | +0.1% | 0.87% | +3.7% |
Q4 2020 | $4,713,000 | +21.4% | 73,475 | +4.6% | 0.84% | +14.9% |
Q3 2020 | $3,883,000 | +13.5% | 70,223 | +6.3% | 0.73% | +5.5% |
Q2 2020 | $3,420,000 | – | 66,085 | – | 0.70% | – |
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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% |