SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,594,859 | -2.6% | 22,539 | -0.0% | 0.18% | -0.5% |
Q2 2023 | $1,637,416 | -1.7% | 22,548 | -1.0% | 0.19% | +6.3% |
Q1 2023 | $1,666,140 | +93714.2% | 22,774 | -3.2% | 0.18% | -6.9% |
Q4 2022 | $1,776 | -99.9% | 23,520 | -17.3% | 0.19% | -16.4% |
Q3 2022 | $1,889,000 | -10.0% | 28,440 | -2.9% | 0.22% | -3.8% |
Q2 2022 | $2,098,000 | -52.3% | 29,284 | -46.8% | 0.23% | +9.3% |
Q1 2022 | $4,396,000 | +104.2% | 55,068 | +106.8% | 0.21% | +0.5% |
Q4 2021 | $2,153,000 | +10.0% | 26,635 | +1.1% | 0.21% | -4.9% |
Q3 2021 | $1,957,000 | +10.0% | 26,355 | +8.0% | 0.22% | -13.2% |
Q2 2021 | $1,779,000 | 0.0% | 24,399 | 0.0% | 0.26% | -19.1% |
Q1 2021 | $1,779,000 | +16.2% | 24,399 | +2.2% | 0.32% | +5.3% |
Q4 2020 | $1,531,000 | +16.2% | 23,873 | +0.2% | 0.30% | -6.5% |
Q3 2020 | $1,318,000 | +7.1% | 23,830 | +0.2% | 0.32% | -14.7% |
Q2 2020 | $1,231,000 | +206.2% | 23,784 | +166.3% | 0.38% | +165.7% |
Q1 2020 | $402,000 | +46.2% | 8,931 | +59.2% | 0.14% | +164.8% |
Q1 2018 | $275,000 | – | 5,609 | – | 0.05% | – |
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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% |