SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $600 | -2.6% | 8,484 | 0.0% | 0.48% | +2.6% |
Q2 2023 | $616 | -0.8% | 8,484 | 0.0% | 0.46% | -2.9% |
Q1 2023 | $621 | -3.4% | 8,484 | -0.4% | 0.48% | -8.9% |
Q4 2022 | $643 | -99.9% | 8,514 | +0.3% | 0.53% | +10.5% |
Q3 2022 | $564,000 | -7.2% | 8,485 | 0.0% | 0.48% | +1.5% |
Q2 2022 | $608,000 | +30.5% | 8,485 | +43.6% | 0.47% | +64.6% |
Q1 2022 | $466,000 | -2.5% | 5,910 | 0.0% | 0.28% | +2.9% |
Q4 2021 | $478,000 | +10.6% | 5,910 | +1.6% | 0.28% | -0.7% |
Q3 2021 | $432,000 | -1.8% | 5,815 | 0.0% | 0.28% | -4.8% |
Q2 2021 | $440,000 | -99.9% | 5,815 | -1.1% | 0.29% | -3.0% |
Q1 2021 | $428,770,000 | +105248.9% | 5,880 | -7.2% | 0.30% | -3.2% |
Q4 2020 | $407,000 | +11.2% | 6,339 | -4.2% | 0.31% | +2.3% |
Q3 2020 | $366,000 | -42.1% | 6,616 | -45.8% | 0.30% | -48.4% |
Q2 2020 | $632,000 | +9.7% | 12,205 | -4.8% | 0.59% | -9.4% |
Q1 2020 | $576,000 | -26.9% | 12,815 | -5.8% | 0.65% | -4.7% |
Q4 2019 | $788,000 | +100.0% | 13,604 | +89.2% | 0.68% | +81.4% |
Q3 2019 | $394,000 | +20.1% | 7,191 | +16.4% | 0.38% | +25.2% |
Q2 2019 | $328,000 | +1.2% | 6,180 | -0.1% | 0.30% | -0.3% |
Q1 2019 | $324,000 | +13.3% | 6,187 | +1.8% | 0.30% | -1.3% |
Q4 2018 | $286,000 | -10.9% | 6,078 | +0.2% | 0.31% | +12.9% |
Q3 2018 | $321,000 | +8.1% | 6,064 | +0.5% | 0.27% | +1.1% |
Q2 2018 | $297,000 | +3.8% | 6,031 | +3.4% | 0.27% | +3.9% |
Q1 2018 | $286,000 | -5.0% | 5,831 | -0.9% | 0.26% | -4.4% |
Q4 2017 | $301,000 | – | 5,882 | – | 0.27% | – |
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% |