Plante Moran Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$184,693
+15.4%
2,610
+18.5%
0.02%
+15.8%
Q2 2023$159,991
-0.6%
2,203
+0.2%
0.02%
-13.6%
Q1 2023$160,890
-2.5%
2,199
+0.7%
0.02%
-8.3%
Q4 2022$164,941
-19.9%
2,183
-29.7%
0.02%
-31.4%
Q3 2022$206,000
+148.2%
3,104
+169.2%
0.04%
+150.0%
Q2 2022$83,000
-8.8%
1,153
+0.3%
0.01%
-17.6%
Q1 2022$91,000
-13.3%
1,149
-11.7%
0.02%0.0%
Q4 2021$105,000
-36.4%
1,301
-41.4%
0.02%
-54.1%
Q3 2021$165,000
+68.4%
2,219
+71.5%
0.04%
+54.2%
Q2 2021$98,000
+81.5%
1,294
+74.6%
0.02%
+60.0%
Q1 2021$54,000
+20.0%
741
+4.7%
0.02%
+7.1%
Q4 2020$45,000
+28.6%
708
+11.7%
0.01%
+16.7%
Q3 2020$35,000
+105.9%
634
+97.5%
0.01%
+71.4%
Q2 2020$17,000
+21.4%
321
+0.9%
0.01%
+16.7%
Q1 2020$14,000
-48.1%
318
-31.9%
0.01%
-33.3%
Q4 2019$27,000
+50.0%
467
+38.6%
0.01%
+80.0%
Q3 2019$18,000
+12.5%
337
+9.8%
0.01%0.0%
Q2 2019$16,0000.0%3070.0%0.01%0.0%
Q1 2019$16,000
-69.8%
307
-71.5%
0.01%
-82.8%
Q1 2018$53,000
-3.6%
1,0770.0%0.03%
-3.3%
Q4 2017$55,000
+10.0%
1,0770.0%0.03%0.0%
Q3 2017$50,0001,0770.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,007,436$81,431,00027.74%
Orgel Wealth Management, LLC 3,063,799$247,647,00023.91%
Kellett Wealth Advisors, LLC 341,745$27,623,00021.14%
WFA Asset Management Corp 374,555$30,275,31519.76%
HHM Wealth Advisors, LLC 1,007,816$81,462,00019.66%
Reitz Capital Advisors LLC 338,201$25,574,00018.04%
AllGen Financial Advisors, Inc. 291,226$23,539,83517.45%
Legacy Financial Strategies, LLC 499,154$40,347,00017.44%
McCarthy Asset Management, Inc. 303,827$24,552,00016.88%
Members Advisory Group LLC 313,288$25,327,00016.72%
View complete list of SCHWAB STRATEGIC TR shareholders