SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 198 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 1.60 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $2,367,000 | +1.2% | 45,735 | -12.1% | 0.15% | -17.5% |
Q1 2020 | $2,340,000 | -14.9% | 52,016 | +9.5% | 0.18% | +11.3% |
Q4 2019 | $2,751,000 | +18.9% | 47,491 | +12.5% | 0.16% | +8.2% |
Q3 2019 | $2,313,000 | +6.2% | 42,226 | +2.9% | 0.15% | +0.7% |
Q2 2019 | $2,178,000 | +20.3% | 41,034 | +18.5% | 0.15% | +29.2% |
Q1 2019 | $1,810,000 | -1.3% | 34,626 | -11.3% | 0.11% | -16.9% |
Q4 2018 | $1,833,000 | +4.9% | 39,030 | +18.4% | 0.14% | +9.7% |
Q3 2018 | $1,747,000 | +10.2% | 32,956 | +2.4% | 0.12% | +2.5% |
Q2 2018 | $1,586,000 | -99.9% | 32,172 | +10.0% | 0.12% | +1.7% |
Q1 2018 | $1,433,931,000 | +104490.2% | 29,246 | +9.2% | 0.12% | +4.4% |
Q4 2017 | $1,371,000 | +11.1% | 26,791 | +1.6% | 0.11% | +11.8% |
Q3 2017 | $1,234,000 | -1.9% | 26,371 | -5.4% | 0.10% | -13.6% |
Q2 2017 | $1,258,000 | -23.7% | 27,885 | -25.2% | 0.12% | -26.2% |
Q1 2017 | $1,648,000 | +96.0% | 37,299 | +93.2% | 0.16% | +100.0% |
Q4 2016 | $841,000 | -91.5% | 19,310 | -17.2% | 0.08% | -8.0% |
Q3 2016 | $9,867,000 | -4.5% | 23,322 | -90.6% | 0.09% | -93.2% |
Q2 2016 | $10,327,000 | +17.6% | 249,402 | +13.6% | 1.29% | +10.4% |
Q1 2016 | $8,781,000 | +317.9% | 219,466 | +302.8% | 1.17% | +256.9% |
Q4 2015 | $2,101,000 | +18.9% | 54,485 | +10.8% | 0.33% | +10.8% |
Q3 2015 | $1,767,000 | +3.2% | 49,157 | +9.9% | 0.30% | +48.2% |
Q2 2015 | $1,713,000 | -29.7% | 44,726 | -27.1% | 0.20% | -42.2% |
Q1 2015 | $2,437,000 | -73.4% | 61,367 | -74.1% | 0.34% | -77.8% |
Q4 2014 | $9,149,000 | +2.0% | 237,292 | +2.0% | 1.55% | +7.6% |
Q3 2014 | $8,974,000 | +7.2% | 232,721 | +6.3% | 1.44% | +8.8% |
Q2 2014 | $8,374,000 | -41.7% | 218,826 | -43.9% | 1.32% | -47.9% |
Q1 2014 | $14,370,000 | -5.9% | 389,960 | -6.4% | 2.54% | -11.2% |
Q4 2013 | $15,274,000 | +17.3% | 416,653 | +7.6% | 2.86% | +20.2% |
Q3 2013 | $13,025,000 | +62.1% | 387,078 | +57.5% | 2.38% | +46.7% |
Q2 2013 | $8,037,000 | – | 245,794 | – | 1.62% | – |
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% |