SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,953 | -2.5% | 5,257 | +0.1% | 0.09% | +2.4% |
| Q2 2023 | $381,541 | +0.2% | 5,254 | +0.9% | 0.08% | -6.6% |
| Q1 2023 | $380,945 | -3.1% | 5,207 | +0.0% | 0.09% | -4.2% |
| Q4 2022 | $393,163 | +13.6% | 5,205 | +0.1% | 0.10% | +5.6% |
| Q3 2022 | $346,000 | -7.0% | 5,202 | +0.0% | 0.09% | +1.1% |
| Q2 2022 | $372,000 | -9.3% | 5,200 | +0.1% | 0.09% | +8.5% |
| Q1 2022 | $410,000 | -50.5% | 5,197 | -49.4% | 0.08% | -42.7% |
| Q4 2021 | $829,000 | +9.2% | 10,262 | +0.4% | 0.14% | -0.7% |
| Q3 2021 | $759,000 | -9.4% | 10,221 | -7.7% | 0.14% | -7.1% |
| Q2 2021 | $838,000 | -0.7% | 11,076 | -4.3% | 0.16% | -3.7% |
| Q1 2021 | $844,000 | +9.8% | 11,579 | -3.5% | 0.16% | +8.1% |
| Q4 2020 | $769,000 | +100.8% | 11,994 | +73.1% | 0.15% | +77.4% |
| Q3 2020 | $383,000 | +7.0% | 6,929 | +0.0% | 0.08% | -1.2% |
| Q2 2020 | $358,000 | +24.3% | 6,927 | +8.3% | 0.08% | +10.4% |
| Q1 2020 | $288,000 | -14.5% | 6,396 | +9.9% | 0.08% | +8.5% |
| Q4 2019 | $337,000 | -45.7% | 5,822 | -48.6% | 0.07% | -50.7% |
| Q3 2019 | $621,000 | +3.8% | 11,329 | +0.6% | 0.14% | +7.5% |
| Q2 2019 | $598,000 | +11.4% | 11,265 | +9.7% | 0.13% | +8.1% |
| Q1 2019 | $537,000 | +17.8% | 10,265 | +5.6% | 0.12% | +1.6% |
| Q4 2018 | $456,000 | -10.6% | 9,717 | +0.9% | 0.12% | +5.2% |
| Q3 2018 | $510,000 | +34.2% | 9,632 | +25.0% | 0.12% | +23.4% |
| Q2 2018 | $380,000 | +3.0% | 7,705 | +2.4% | 0.09% | +1.1% |
| Q1 2018 | $369,000 | +60.4% | 7,524 | +67.2% | 0.09% | +57.6% |
| Q4 2017 | $230,000 | +9.5% | 4,501 | +0.2% | 0.06% | -7.8% |
| Q3 2017 | $210,000 | +4.0% | 4,492 | +0.2% | 0.06% | +1.6% |
| Q2 2017 | $202,000 | +61.6% | 4,483 | +60.1% | 0.06% | +61.5% |
| Q1 2017 | $125,000 | +2.5% | 2,800 | 0.0% | 0.04% | -4.9% |
| Q4 2016 | $122,000 | +3.4% | 2,800 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $118,000 | +136.0% | 2,800 | +133.3% | 0.04% | +127.8% |
| Q2 2016 | $50,000 | +4.2% | 1,200 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $48,000 | – | 1,200 | – | 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% |