SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,775 | -2.6% | 25,079 | +0.0% | 0.15% | -2.6% |
| Q2 2023 | $1,822 | -8.8% | 25,071 | -8.2% | 0.16% | -16.2% |
| Q1 2023 | $1,998 | -6.3% | 27,319 | -3.3% | 0.18% | -14.4% |
| Q4 2022 | $2,132 | -99.9% | 28,256 | +0.1% | 0.22% | +4.9% |
| Q3 2022 | $1,879,000 | -19.5% | 28,237 | -4.5% | 0.21% | -20.8% |
| Q1 2022 | $2,334,000 | -1.7% | 29,556 | +0.7% | 0.26% | -9.1% |
| Q4 2021 | $2,374,000 | +9.8% | 29,353 | +0.8% | 0.29% | +0.4% |
| Q3 2021 | $2,162,000 | +0.3% | 29,129 | +2.2% | 0.28% | -11.2% |
| Q2 2021 | $2,155,000 | +24.4% | 28,493 | +20.0% | 0.32% | -17.9% |
| Q1 2021 | $1,732,000 | -17.1% | 23,752 | -27.3% | 0.39% | -6.2% |
| Q4 2020 | $2,090,000 | +18.8% | 32,649 | +2.6% | 0.42% | +7.5% |
| Q3 2020 | $1,759,000 | +32.2% | 31,826 | +23.7% | 0.39% | +6.9% |
| Q2 2020 | $1,331,000 | +10.7% | 25,729 | -3.7% | 0.36% | +1.4% |
| Q1 2020 | $1,202,000 | -27.8% | 26,728 | -6.9% | 0.36% | -23.8% |
| Q4 2019 | $1,664,000 | +8.3% | 28,702 | +2.4% | 0.47% | -8.0% |
| Q3 2019 | $1,536,000 | +3.8% | 28,024 | +0.4% | 0.51% | +7.1% |
| Q2 2019 | $1,480,000 | +2.1% | 27,907 | +0.6% | 0.48% | -5.4% |
| Q1 2019 | $1,449,000 | +11.8% | 27,747 | +0.6% | 0.50% | -5.3% |
| Q4 2018 | $1,296,000 | -11.4% | 27,580 | -0.1% | 0.53% | -3.3% |
| Q3 2018 | $1,463,000 | -18.2% | 27,614 | -24.0% | 0.55% | -10.0% |
| Q2 2018 | $1,789,000 | +98.3% | 36,323 | +97.4% | 0.61% | +36.7% |
| Q1 2018 | $902,000 | +33.0% | 18,397 | +38.6% | 0.45% | +63.7% |
| Q4 2017 | $678,000 | +2.0% | 13,272 | -6.6% | 0.27% | -15.0% |
| Q3 2017 | $665,000 | +2.8% | 14,210 | -0.9% | 0.32% | -1.2% |
| Q2 2017 | $647,000 | -24.1% | 14,342 | -25.0% | 0.32% | -29.3% |
| Q1 2017 | $852,000 | -2.2% | 19,116 | -4.8% | 0.46% | -8.9% |
| Q4 2016 | $871,000 | -4.6% | 20,078 | -7.1% | 0.50% | -12.5% |
| Q3 2016 | $913,000 | +2.9% | 21,619 | +1.0% | 0.58% | -6.3% |
| Q2 2016 | $887,000 | +3.4% | 21,403 | 0.0% | 0.62% | -2.4% |
| Q1 2016 | $858,000 | -16.9% | 21,403 | -20.0% | 0.63% | -6.8% |
| Q4 2015 | $1,032,000 | – | 26,751 | – | 0.68% | – |
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% |