SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $606,353 | -2.1% | 8,569 | +0.5% | 0.02% | +5.0% |
Q2 2023 | $619,233 | +13.2% | 8,527 | +14.1% | 0.02% | +5.3% |
Q1 2023 | $546,807 | -7.8% | 7,474 | -4.8% | 0.02% | -13.6% |
Q4 2022 | $593,082 | +14.5% | 7,851 | +0.7% | 0.02% | 0.0% |
Q3 2022 | $518,000 | 0.0% | 7,796 | +7.8% | 0.02% | 0.0% |
Q2 2022 | $518,000 | -6.2% | 7,231 | +0.3% | 0.02% | 0.0% |
Q1 2022 | $552,000 | +6.2% | 7,210 | +12.1% | 0.02% | +22.2% |
Q4 2021 | $520,000 | +9.0% | 6,430 | +0.2% | 0.02% | -5.3% |
Q3 2021 | $477,000 | -1.6% | 6,419 | +0.2% | 0.02% | 0.0% |
Q2 2021 | $485,000 | +16.3% | 6,409 | +12.1% | 0.02% | +5.6% |
Q1 2021 | $417,000 | +13.9% | 5,717 | +0.2% | 0.02% | +5.9% |
Q4 2020 | $366,000 | +30.2% | 5,708 | +12.2% | 0.02% | +13.3% |
Q3 2020 | $281,000 | -3.4% | 5,086 | -9.7% | 0.02% | -16.7% |
Q2 2020 | $291,000 | +15.0% | 5,633 | +0.2% | 0.02% | -5.3% |
Q1 2020 | $253,000 | +5.0% | 5,620 | +35.3% | 0.02% | +35.7% |
Q4 2019 | $241,000 | +5.7% | 4,154 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $228,000 | -10.2% | 4,154 | -13.2% | 0.01% | -12.5% |
Q2 2019 | $254,000 | -10.6% | 4,787 | -12.0% | 0.02% | -11.1% |
Q1 2019 | $284,000 | +11.4% | 5,439 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $255,000 | -11.1% | 5,439 | +0.6% | 0.02% | +5.9% |
Q3 2018 | $287,000 | +7.5% | 5,408 | 0.0% | 0.02% | -19.0% |
Q2 2018 | $267,000 | +19.7% | 5,408 | +18.9% | 0.02% | +16.7% |
Q1 2018 | $223,000 | – | 4,550 | – | 0.02% | – |
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% |