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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $2,839,000 | +4.3% | 35,991 | +6.9% | 1.40% | +5.2% |
Q4 2021 | $2,721,000 | +6.5% | 33,658 | -2.2% | 1.33% | -8.6% |
Q3 2021 | $2,556,000 | -4.9% | 34,430 | -3.1% | 1.46% | +1.1% |
Q2 2021 | $2,687,000 | +4.6% | 35,537 | +0.9% | 1.44% | -45.3% |
Q1 2021 | $2,570,000 | +10.4% | 35,237 | -2.9% | 2.64% | +63.3% |
Q4 2020 | $2,328,000 | +12.1% | 36,292 | -3.3% | 1.62% | -4.5% |
Q3 2020 | $2,076,000 | -24.2% | 37,540 | -29.1% | 1.69% | -33.2% |
Q2 2020 | $2,738,000 | +10.6% | 52,912 | -3.8% | 2.54% | -13.1% |
Q1 2020 | $2,475,000 | -26.3% | 55,021 | -5.1% | 2.92% | -19.8% |
Q4 2019 | $3,357,000 | -1.3% | 57,951 | -6.6% | 3.64% | -18.6% |
Q3 2019 | $3,401,000 | +54.0% | 62,076 | +49.2% | 4.47% | +51.8% |
Q2 2019 | $2,208,000 | +53.4% | 41,614 | +41.8% | 2.94% | +53.3% |
Q1 2019 | $1,439,000 | +75.7% | 29,353 | +68.3% | 1.92% | +15.9% |
Q4 2018 | $819,000 | -42.0% | 17,446 | -34.5% | 1.66% | -7.6% |
Q3 2018 | $1,412,000 | +0.4% | 26,644 | -6.6% | 1.79% | -8.8% |
Q2 2018 | $1,406,000 | -2.3% | 28,519 | -2.8% | 1.97% | +0.9% |
Q1 2018 | $1,439,000 | -11.8% | 29,353 | -8.0% | 1.95% | -16.9% |
Q4 2017 | $1,632,000 | – | 31,899 | – | 2.35% | – |
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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% |