SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,454 | -6.9% | 48,808 | -4.5% | 0.17% | -2.8% |
| Q2 2023 | $3,710 | +3.2% | 51,085 | +4.0% | 0.18% | -1.7% |
| Q1 2023 | $3,595 | +7.0% | 49,141 | +10.5% | 0.18% | -2.7% |
| Q4 2022 | $3,359 | -99.8% | 44,461 | +55.7% | 0.18% | +72.9% |
| Q3 2022 | $1,897,000 | +196.9% | 28,550 | +219.8% | 0.11% | +205.7% |
| Q2 2022 | $639,000 | +0.8% | 8,927 | +11.1% | 0.04% | +20.7% |
| Q1 2022 | $634,000 | +30.5% | 8,034 | +33.6% | 0.03% | +38.1% |
| Q4 2021 | $486,000 | +67.0% | 6,012 | +53.6% | 0.02% | +50.0% |
| Q3 2021 | $291,000 | -8.8% | 3,914 | -35.9% | 0.01% | -58.8% |
| Q1 2019 | $319,000 | +11.1% | 6,108 | +0.1% | 0.03% | -8.1% |
| Q4 2018 | $287,000 | +16.7% | 6,100 | +31.5% | 0.04% | +32.1% |
| Q3 2018 | $246,000 | +12.8% | 4,640 | +4.7% | 0.03% | +3.7% |
| Q2 2018 | $218,000 | – | 4,431 | – | 0.03% | – |
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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% |