SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $1,348,000 | +5.2% | 17,821 | +1.5% | 0.70% | +28.8% |
Q1 2021 | $1,281,000 | +19.9% | 17,564 | +5.5% | 0.54% | +8.6% |
Q4 2020 | $1,068,000 | +23.6% | 16,647 | +6.5% | 0.50% | +13.3% |
Q3 2020 | $864,000 | +2.4% | 15,625 | -4.2% | 0.44% | -1.3% |
Q2 2020 | $844,000 | +27.3% | 16,312 | +10.7% | 0.45% | +6.9% |
Q1 2020 | $663,000 | -32.9% | 14,730 | -13.6% | 0.42% | -5.4% |
Q4 2019 | $988,000 | +7.2% | 17,052 | +1.4% | 0.44% | +5.0% |
Q3 2019 | $922,000 | +3.4% | 16,823 | +0.1% | 0.42% | +3.2% |
Q2 2019 | $892,000 | +7.7% | 16,805 | +6.1% | 0.41% | +14.8% |
Q1 2019 | $828,000 | +11.3% | 15,845 | 0.0% | 0.36% | +1.7% |
Q4 2018 | $744,000 | -1.2% | 15,845 | +11.5% | 0.35% | +24.9% |
Q3 2018 | $753,000 | +5.8% | 14,205 | -1.7% | 0.28% | -5.1% |
Q2 2018 | $712,000 | -3.0% | 14,455 | -3.5% | 0.30% | +40.3% |
Q1 2018 | $734,000 | +50.1% | 14,976 | +56.6% | 0.21% | +47.6% |
Q4 2017 | $489,000 | +234.9% | 9,566 | +206.5% | 0.14% | +191.8% |
Q3 2017 | $146,000 | +239.5% | 3,121 | +229.9% | 0.05% | +226.7% |
Q2 2017 | $43,000 | – | 946 | – | 0.02% | – |
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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% |