SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $282,187 | +22.2% | 3,988 | +25.4% | 0.01% | +22.2% |
Q2 2023 | $230,988 | -26.1% | 3,181 | -25.5% | 0.01% | -25.0% |
Q1 2023 | $312,357 | -28.8% | 4,269 | -26.5% | 0.01% | -29.4% |
Q4 2022 | $438,534 | +51.2% | 5,805 | +33.0% | 0.02% | +41.7% |
Q3 2022 | $290,000 | -19.7% | 4,365 | -13.4% | 0.01% | -20.0% |
Q2 2022 | $361,000 | +29.4% | 5,040 | +42.4% | 0.02% | +50.0% |
Q1 2022 | $279,000 | +31.0% | 3,540 | +25.9% | 0.01% | +25.0% |
Q2 2021 | $213,000 | -46.3% | 2,812 | -54.6% | 0.01% | -52.9% |
Q4 2020 | $397,000 | +475.4% | 6,192 | +373.0% | 0.02% | +325.0% |
Q2 2019 | $69,000 | +76.9% | 1,309 | +77.1% | 0.00% | +100.0% |
Q1 2019 | $39,000 | -68.8% | 739 | -72.2% | 0.00% | -75.0% |
Q4 2018 | $125,000 | -26.5% | 2,658 | -17.2% | 0.01% | -11.1% |
Q3 2018 | $170,000 | +277.8% | 3,209 | +248.0% | 0.01% | +200.0% |
Q2 2018 | $45,000 | -41.6% | 922 | -7.8% | 0.00% | -40.0% |
Q1 2018 | $77,000 | – | 1,000 | – | 0.01% | – |
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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% |