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 | $573,651 | -1.5% | 8,107 | +1.1% | 0.07% | -2.8% |
Q2 2023 | $582,413 | +0.8% | 8,020 | +1.6% | 0.07% | -4.0% |
Q1 2023 | $577,671 | -3.2% | 7,896 | 0.0% | 0.08% | -8.5% |
Q4 2022 | $596,464 | +15.1% | 7,896 | +1.3% | 0.08% | +10.8% |
Q3 2022 | $518,000 | -7.2% | 7,791 | 0.0% | 0.07% | +4.2% |
Q2 2022 | $558,000 | -10.6% | 7,791 | -1.5% | 0.07% | +9.2% |
Q1 2022 | $624,000 | +3.8% | 7,911 | -2.3% | 0.06% | +6.6% |
Q3 2021 | $601,000 | -28.9% | 8,095 | -27.5% | 0.06% | -16.4% |
Q2 2021 | $845,000 | +8.3% | 11,170 | +4.5% | 0.07% | +15.9% |
Q1 2021 | $780,000 | +20.7% | 10,690 | +6.2% | 0.06% | +31.2% |
Q4 2020 | $646,000 | +23.3% | 10,070 | +6.3% | 0.05% | +14.3% |
Q3 2020 | $524,000 | +10.5% | 9,470 | +3.4% | 0.04% | +20.0% |
Q2 2020 | $474,000 | +15.0% | 9,160 | 0.0% | 0.04% | -5.4% |
Q1 2020 | $412,000 | +17.0% | 9,160 | +50.5% | 0.04% | +37.0% |
Q4 2019 | $352,000 | -28.5% | 6,085 | -32.2% | 0.03% | -28.9% |
Q3 2019 | $492,000 | +9.8% | 8,980 | +6.4% | 0.04% | +90.0% |
Q2 2019 | $448,000 | +3.0% | 8,440 | +1.5% | 0.02% | +5.3% |
Q1 2019 | $435,000 | +26.1% | 8,315 | +13.1% | 0.02% | +11.8% |
Q4 2018 | $345,000 | -11.5% | 7,350 | 0.0% | 0.02% | 0.0% |
Q3 2018 | $390,000 | +8.0% | 7,350 | +0.3% | 0.02% | +6.2% |
Q2 2018 | $361,000 | -0.6% | 7,330 | -0.9% | 0.02% | -5.9% |
Q1 2018 | $363,000 | -4.2% | 7,400 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $379,000 | +20.7% | 7,400 | +10.1% | 0.02% | +13.3% |
Q3 2017 | $314,000 | +48.8% | 6,720 | +43.7% | 0.02% | +50.0% |
Q2 2017 | $211,000 | – | 4,678 | – | 0.01% | – |
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% |