SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,754,000 | +11.4% | 21,699 | +2.3% | 0.12% | -6.5% |
| Q3 2021 | $1,574,000 | -1.1% | 21,201 | +0.7% | 0.12% | -3.1% |
| Q2 2021 | $1,592,000 | +14.9% | 21,050 | +10.8% | 0.13% | +3.3% |
| Q1 2021 | $1,385,000 | +31.2% | 18,991 | +15.4% | 0.12% | +21.8% |
| Q4 2020 | $1,056,000 | +16.0% | 16,463 | +0.1% | 0.10% | +3.1% |
| Q3 2020 | $910,000 | +8.7% | 16,454 | +1.8% | 0.10% | 0.0% |
| Q2 2020 | $837,000 | +15.6% | 16,169 | +0.4% | 0.10% | +5.4% |
| Q1 2020 | $724,000 | -6.3% | 16,104 | +20.7% | 0.09% | +16.2% |
| Q4 2019 | $773,000 | +63.8% | 13,341 | +54.7% | 0.08% | +56.9% |
| Q3 2019 | $472,000 | +7.3% | 8,622 | +4.0% | 0.05% | +8.5% |
| Q2 2019 | $440,000 | +104.7% | 8,291 | +81.3% | 0.05% | +4.4% |
| Q4 2018 | $215,000 | +5275.0% | 4,573 | +5476.8% | 0.04% | +2150.0% |
| Q3 2018 | $4,000 | -100.0% | 82 | -99.2% | 0.00% | -97.5% |
| Q4 2016 | $453,000,000 | +105989.0% | 10,388 | +2.8% | 0.08% | +3.9% |
| Q3 2016 | $427,000 | +1023.7% | 10,103 | +937.3% | 0.08% | +862.5% |
| Q3 2014 | $38,000 | – | 974 | – | 0.01% | – |
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% |