SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $19,287,000 | -1.4% | 259,792 | +0.4% | 0.43% | -5.3% |
| Q2 2021 | $19,566,000 | +3.1% | 258,744 | -0.6% | 0.46% | -7.1% |
| Q1 2021 | $18,976,000 | +13.6% | 260,228 | -0.0% | 0.49% | +3.6% |
| Q4 2020 | $16,698,000 | +14.0% | 260,336 | -1.7% | 0.47% | -5.6% |
| Q3 2020 | $14,652,000 | +8.3% | 264,954 | +1.4% | 0.50% | -7.9% |
| Q2 2020 | $13,526,000 | +13.2% | 261,370 | -1.6% | 0.54% | -19.4% |
| Q1 2020 | $11,944,000 | -24.6% | 265,533 | -3.0% | 0.68% | -8.2% |
| Q4 2019 | $15,848,000 | +3.1% | 273,615 | -2.5% | 0.74% | -7.1% |
| Q3 2019 | $15,372,000 | +2.7% | 280,611 | -0.5% | 0.79% | 0.0% |
| Q2 2019 | $14,973,000 | +1.9% | 282,140 | +0.3% | 0.79% | +3.5% |
| Q1 2019 | $14,700,000 | +8.9% | 281,180 | -2.1% | 0.76% | -3.9% |
| Q4 2018 | $13,497,000 | -12.5% | 287,344 | -1.3% | 0.80% | -14.4% |
| Q3 2018 | $15,423,000 | +3.7% | 290,994 | -3.5% | 0.93% | -13.9% |
| Q2 2018 | $14,871,000 | -9.1% | 301,696 | -9.6% | 1.08% | -4.8% |
| Q1 2018 | $16,360,000 | -19.4% | 333,683 | -15.8% | 1.13% | -18.4% |
| Q4 2017 | $20,286,000 | +4.0% | 396,435 | -4.9% | 1.39% | -9.8% |
| Q3 2017 | $19,506,000 | +1.4% | 416,788 | -2.3% | 1.54% | -8.8% |
| Q2 2017 | $19,240,000 | -4.4% | 426,611 | -5.5% | 1.69% | -2.7% |
| Q1 2017 | $20,134,000 | -2.1% | 451,637 | -4.3% | 1.74% | -6.6% |
| Q4 2016 | $20,569,000 | +0.7% | 472,092 | -2.2% | 1.86% | -0.7% |
| Q3 2016 | $20,431,000 | +1.8% | 482,896 | -0.3% | 1.87% | -1.8% |
| Q2 2016 | $20,063,000 | -3.9% | 484,148 | -7.0% | 1.91% | -7.4% |
| Q1 2016 | $20,871,000 | -56.1% | 520,593 | -57.8% | 2.06% | -52.5% |
| Q4 2015 | $47,561,000 | -32.3% | 1,233,421 | -36.9% | 4.34% | -41.4% |
| Q3 2015 | $70,270,000 | -4.9% | 1,954,648 | +1.3% | 7.40% | +2.5% |
| Q2 2015 | $73,859,000 | +2.2% | 1,928,946 | +5.2% | 7.22% | +1.8% |
| Q1 2015 | $72,234,000 | +7.3% | 1,832,883 | +8.5% | 7.09% | +4.0% |
| Q4 2014 | $67,343,000 | +9.4% | 1,689,915 | +2.1% | 6.82% | +9.6% |
| Q3 2014 | $61,561,000 | +5.2% | 1,655,736 | +8.3% | 6.22% | -6.2% |
| Q2 2014 | $58,507,000 | +7.6% | 1,528,801 | +3.6% | 6.63% | -6.4% |
| Q1 2014 | $54,363,000 | +7.1% | 1,475,251 | +6.6% | 7.08% | +0.3% |
| Q4 2013 | $50,743,000 | +14.0% | 1,384,146 | +4.6% | 7.06% | +0.3% |
| Q3 2013 | $44,514,000 | +11.1% | 1,322,829 | +7.9% | 7.03% | -3.1% |
| Q2 2013 | $40,071,000 | – | 1,225,411 | – | 7.26% | – |
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% |