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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,972,000 | -18.1% | 74,154 | -24.5% | 0.32% | -22.1% |
| Q3 2021 | $7,293,000 | +4.4% | 98,236 | +6.3% | 0.41% | +3.3% |
| Q2 2021 | $6,986,000 | +14.4% | 92,384 | +10.3% | 0.40% | +5.1% |
| Q1 2021 | $6,108,000 | +48.1% | 83,765 | +30.2% | 0.38% | +37.2% |
| Q4 2020 | $4,125,000 | +43.8% | 64,314 | +24.0% | 0.27% | +24.0% |
| Q3 2020 | $2,868,000 | +21.7% | 51,869 | +13.9% | 0.22% | +12.2% |
| Q2 2020 | $2,356,000 | +97.8% | 45,535 | +71.9% | 0.20% | +68.4% |
| Q1 2020 | $1,191,000 | -12.5% | 26,493 | +12.7% | 0.12% | +8.3% |
| Q4 2019 | $1,361,000 | +5.1% | 23,502 | -0.6% | 0.11% | -4.4% |
| Q3 2019 | $1,295,000 | +4.4% | 23,655 | +1.2% | 0.11% | +4.6% |
| Q2 2019 | $1,240,000 | +14.5% | 23,374 | +12.8% | 0.11% | +5.9% |
| Q1 2019 | $1,083,000 | +34.2% | 20,730 | +22.3% | 0.10% | +13.3% |
| Q4 2018 | $807,000 | -11.7% | 16,951 | -1.7% | 0.09% | -7.2% |
| Q3 2018 | $914,000 | +7.5% | 17,250 | 0.0% | 0.10% | +6.6% |
| Q2 2018 | $850,000 | +3.7% | 17,250 | +3.1% | 0.09% | +1.1% |
| Q1 2018 | $820,000 | -4.0% | 16,728 | +0.2% | 0.09% | -3.2% |
| Q4 2017 | $854,000 | +22.3% | 16,690 | +13.4% | 0.09% | +16.2% |
| Q3 2017 | $698,000 | +49.1% | 14,724 | +41.8% | 0.08% | +40.4% |
| Q2 2017 | $468,000 | +23.8% | 10,386 | +22.4% | 0.06% | +18.8% |
| Q1 2017 | $378,000 | +197.6% | 8,485 | +189.5% | 0.05% | +166.7% |
| Q4 2016 | $127,000 | +2.4% | 2,931 | 0.0% | 0.02% | -5.3% |
| Q3 2016 | $124,000 | – | 2,931 | – | 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% |