SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $25,117,000 | -32.6% | 458,509 | -34.7% | 0.41% | -38.0% |
Q2 2019 | $37,274,000 | -26.1% | 702,359 | -27.2% | 0.66% | -28.9% |
Q1 2019 | $50,414,000 | +33.4% | 964,306 | +19.8% | 0.93% | +21.2% |
Q4 2018 | $37,793,000 | -11.1% | 804,629 | +0.3% | 0.76% | +4.8% |
Q3 2018 | $42,521,000 | +9.3% | 802,289 | +1.6% | 0.73% | +4.9% |
Q2 2018 | $38,907,000 | +34.2% | 789,345 | +33.5% | 0.70% | +34.7% |
Q1 2018 | $28,998,000 | -26.9% | 591,429 | -23.7% | 0.52% | -23.8% |
Q4 2017 | $39,654,000 | +51.1% | 774,947 | +38.2% | 0.68% | +44.3% |
Q3 2017 | $26,252,000 | -1.0% | 560,940 | -4.6% | 0.47% | -4.3% |
Q2 2017 | $26,514,000 | -13.2% | 587,895 | -14.2% | 0.49% | -13.9% |
Q1 2017 | $30,534,000 | +5.0% | 684,921 | +2.7% | 0.57% | +1.1% |
Q4 2016 | $29,068,000 | +7.1% | 667,156 | +4.0% | 0.56% | +5.2% |
Q3 2016 | $27,148,000 | +19.9% | 641,642 | +17.4% | 0.54% | +14.1% |
Q2 2016 | $22,646,000 | +4.7% | 546,488 | +1.3% | 0.47% | +2.2% |
Q1 2016 | $21,630,000 | +17.2% | 539,524 | +12.7% | 0.46% | +14.5% |
Q4 2015 | $18,460,000 | +12.7% | 478,743 | +5.1% | 0.40% | +11.7% |
Q3 2015 | $16,381,000 | +2.3% | 455,663 | +9.0% | 0.36% | +10.8% |
Q2 2015 | $16,013,000 | -2.9% | 418,202 | -0.1% | 0.32% | +0.3% |
Q1 2015 | $16,493,000 | -54.3% | 418,489 | -53.8% | 0.32% | -58.2% |
Q4 2014 | $36,061,000 | +43.7% | 904,909 | +39.0% | 0.77% | +39.8% |
Q3 2014 | $25,103,000 | +82.1% | 651,013 | +80.8% | 0.55% | +95.4% |
Q2 2014 | $13,783,000 | – | 360,160 | – | 0.28% | – |
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% |