SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $48,907,977 | +9.6% | 691,181 | +12.5% | 6.00% | +11.1% |
Q2 2023 | $44,610,226 | +5.7% | 614,297 | +6.5% | 5.40% | -3.2% |
Q1 2023 | $42,206,000 | -0.2% | 576,904 | +3.1% | 5.57% | -8.5% |
Q4 2022 | $42,287,515 | +7505.7% | 559,803 | +6586.6% | 6.09% | +7419.8% |
Q3 2022 | $556,000 | -8.3% | 8,372 | -1.1% | 0.08% | -16.5% |
Q2 2022 | $606,000 | -9.6% | 8,461 | -0.3% | 0.10% | +7.8% |
Q1 2022 | $670,000 | -3.5% | 8,488 | -1.1% | 0.09% | -3.2% |
Q4 2021 | $694,000 | +8.4% | 8,584 | -0.5% | 0.09% | +4.5% |
Q3 2021 | $640,000 | -3.8% | 8,624 | -2.0% | 0.09% | -16.0% |
Q2 2021 | $665,000 | +0.3% | 8,800 | -3.3% | 0.11% | -0.9% |
Q1 2021 | $663,000 | +6.2% | 9,098 | -6.6% | 0.11% | 0.0% |
Q4 2020 | $624,000 | +12.0% | 9,736 | -3.4% | 0.11% | -0.9% |
Q3 2020 | $557,000 | +6.1% | 10,075 | -0.7% | 0.11% | -2.7% |
Q2 2020 | $525,000 | +11.0% | 10,147 | -3.6% | 0.11% | -11.9% |
Q1 2020 | $473,000 | -26.1% | 10,524 | -4.8% | 0.13% | -13.7% |
Q4 2019 | $640,000 | -76.5% | 11,058 | -77.8% | 0.15% | -77.6% |
Q3 2019 | $2,729,000 | +5.2% | 49,821 | +1.9% | 0.65% | +2.8% |
Q2 2019 | $2,595,000 | +10.1% | 48,903 | +8.5% | 0.63% | +7.6% |
Q1 2019 | $2,357,000 | +13.4% | 45,091 | +1.9% | 0.59% | -0.3% |
Q4 2018 | $2,078,000 | +29.6% | 44,235 | +46.1% | 0.59% | +50.0% |
Q3 2018 | $1,604,000 | -9.3% | 30,270 | -15.6% | 0.39% | -17.7% |
Q2 2018 | $1,768,000 | +2.6% | 35,861 | +2.0% | 0.48% | -3.0% |
Q1 2018 | $1,724,000 | +242.7% | 35,161 | +257.8% | 0.49% | +238.4% |
Q4 2017 | $503,000 | +39.0% | 9,826 | +26.9% | 0.15% | +29.2% |
Q3 2017 | $362,000 | +31.2% | 7,745 | +26.4% | 0.11% | +28.4% |
Q2 2017 | $276,000 | – | 6,125 | – | 0.09% | – |
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% |