SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $7,000 | +16.7% | 94 | 0.0% | 0.00% | – |
Q4 2020 | $6,000 | -100.0% | 94 | -100.0% | 0.00% | -100.0% |
Q3 2018 | $15,279,000 | +13.0% | 288,419 | +5.1% | 0.15% | +9.7% |
Q2 2018 | $13,527,000 | +193142.9% | 274,440 | -65.5% | 0.13% | – |
Q1 2018 | $7,000 | -100.0% | 796,588 | -4.5% | 0.00% | -100.0% |
Q4 2017 | $42,686,000 | +3624.8% | 834,203 | +3306.3% | 0.40% | +4366.7% |
Q3 2017 | $1,146,000 | +3.8% | 24,490 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $1,104,000 | -97.0% | 24,490 | -97.1% | 0.01% | -97.0% |
Q4 2016 | $36,587,000 | +3134.9% | 839,728 | +2876.0% | 0.30% | +2618.2% |
Q1 2016 | $1,131,000 | -95.3% | 28,217 | -95.5% | 0.01% | -95.2% |
Q4 2015 | $23,933,000 | – | 620,675 | – | 0.23% | – |
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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% |