Vigilant Capital Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.

Quarter-by-quarter ownership
Vigilant Capital Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$1090.0%1,4950.0%0.01%
-11.1%
Q1 2023$109
-4.4%
1,495
-1.3%
0.01%
-10.0%
Q4 2022$114
-99.9%
1,515
-27.3%
0.01%
-23.1%
Q3 2022$138,000
+5.3%
2,083
+13.6%
0.01%
+18.2%
Q2 2022$131,000
-37.3%
1,833
-30.9%
0.01%
-31.2%
Q1 2022$209,000
+3.5%
2,651
+6.3%
0.02%
+14.3%
Q4 2021$202,000
-1.9%
2,494
-10.0%
0.01%
-12.5%
Q3 2021$206,000
-53.0%
2,771
-52.2%
0.02%
-54.3%
Q2 2021$438,000
+4.0%
5,795
+0.3%
0.04%
-5.4%
Q1 2021$421,000
+1007.9%
5,779
+741.2%
0.04%
+825.0%
Q3 2020$38,000
-84.0%
687
-84.2%
0.00%
-87.1%
Q3 2019$238,0004,3490.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
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