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 | $835 | +151.5% | 11,814 | +160.3% | 0.00% | – |
Q1 2023 | $332 | -99.9% | 4,539 | -48.0% | 0.00% | -100.0% |
Q3 2022 | $579,000 | +3.8% | 8,727 | +12.0% | 0.00% | 0.0% |
Q2 2022 | $558,000 | +1824.1% | 7,795 | +1351.6% | 0.00% | – |
Q3 2020 | $29,000 | -81.2% | 537 | -84.4% | 0.00% | – |
Q1 2020 | $154,000 | +7600.0% | 3,443 | +9463.9% | 0.00% | – |
Q4 2019 | $2,000 | -94.7% | 36 | -94.9% | 0.00% | – |
Q3 2019 | $38,000 | -2.6% | 710 | -5.8% | 0.00% | – |
Q1 2019 | $39,000 | +44.4% | 754 | +33.5% | 0.00% | -100.0% |
Q1 2018 | $27,000 | +35.0% | 565 | +23.9% | 0.00% | 0.0% |
Q2 2017 | $20,000 | 0.0% | 456 | -1.9% | 0.00% | 0.0% |
Q1 2017 | $20,000 | +400.0% | 465 | +365.0% | 0.00% | – |
Q4 2016 | $4,000 | 0.0% | 100 | -4.8% | 0.00% | – |
Q3 2016 | $4,000 | -88.9% | 105 | -88.0% | 0.00% | -100.0% |
Q2 2016 | $36,000 | – | 873 | – | 0.00% | – |
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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% |