SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $843,741 | -2.4% | 11,924 | +0.1% | 0.25% | +0.8% |
Q2 2023 | $864,774 | +1.2% | 11,908 | +1.9% | 0.24% | -5.0% |
Q1 2023 | $854,892 | -17.6% | 11,685 | -15.0% | 0.26% | -21.1% |
Q4 2022 | $1,037,911 | +69.9% | 13,740 | +49.5% | 0.33% | +48.6% |
Q3 2022 | $611,000 | +11.5% | 9,191 | +20.2% | 0.22% | +15.8% |
Q2 2022 | $548,000 | +16.6% | 7,644 | +28.4% | 0.19% | +28.4% |
Q1 2022 | $470,000 | -2.3% | 5,952 | 0.0% | 0.15% | 0.0% |
Q4 2021 | $481,000 | +6.7% | 5,952 | -2.1% | 0.15% | -5.1% |
Q3 2021 | $451,000 | -57.8% | 6,078 | -57.0% | 0.16% | -44.1% |
Q2 2021 | $1,068,000 | +76.8% | 14,130 | +70.7% | 0.28% | +18.2% |
Q1 2021 | $604,000 | +3.4% | 8,279 | -9.1% | 0.24% | -8.9% |
Q4 2020 | $584,000 | +16.1% | 9,103 | 0.0% | 0.26% | -3.7% |
Q3 2020 | $503,000 | +8.4% | 9,103 | +1.4% | 0.27% | -2.5% |
Q2 2020 | $464,000 | +14.9% | 8,973 | 0.0% | 0.28% | -11.3% |
Q1 2020 | $404,000 | +33.3% | 8,973 | +71.6% | 0.31% | +57.1% |
Q4 2019 | $303,000 | +5.2% | 5,229 | -0.6% | 0.20% | -2.9% |
Q3 2019 | $288,000 | +3.6% | 5,261 | +0.5% | 0.20% | 0.0% |
Q2 2019 | $278,000 | +1.1% | 5,233 | -0.5% | 0.20% | +3.0% |
Q1 2019 | $275,000 | +17.0% | 5,261 | +5.2% | 0.20% | -3.4% |
Q4 2018 | $235,000 | +64.3% | 5,001 | +84.8% | 0.20% | +78.3% |
Q3 2018 | $143,000 | +25.4% | 2,706 | +17.5% | 0.12% | +13.9% |
Q2 2018 | $114,000 | -5.8% | 2,303 | -6.5% | 0.10% | -9.8% |
Q1 2018 | $121,000 | -3.2% | 2,464 | +0.5% | 0.11% | -2.6% |
Q4 2017 | $125,000 | – | 2,451 | – | 0.12% | – |
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% |