D'Orazio & Associates, Inc. - SCHWAB STRATEGIC TR ownership

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
D'Orazio & Associates, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,775,594
-31.4%
53,358
-29.6%
0.85%
-34.0%
Q2 2023$5,501,565
-18.6%
75,758
-18.0%
1.28%
-26.7%
Q1 2023$6,756,820
-14.0%
92,357
-11.2%
1.75%
-5.9%
Q4 2022$7,860,953
+175.8%
104,063
+142.6%
1.86%
+123.3%
Q3 2022$2,850,000
+94900.0%
42,900
+107150.0%
0.83%
+83300.0%
Q1 2021$3,0000.0%400.0%0.00%0.0%
Q4 2020$3,000
+50.0%
400.0%0.00%0.0%
Q3 2020$2,0000.0%400.0%0.00%0.0%
Q2 2020$2,000
-97.7%
40
-97.9%
0.00%
-97.7%
Q1 2020$88,000
-22.1%
1,9510.0%0.04%
+30.3%
Q4 2019$113,000
+4.6%
1,951
-1.4%
0.03%
-5.7%
Q3 2019$108,000
+2600.0%
1,979
+2810.3%
0.04%
+3400.0%
Q2 2019$4,0000.0%680.0%0.00%0.0%
Q1 2019$4,000
+33.3%
680.0%0.00%0.0%
Q4 2018$3,000
+50.0%
68
+78.9%
0.00%0.0%
Q3 2018$2,0000.0%380.0%0.00%0.0%
Q2 2018$2,0000.0%380.0%0.00%0.0%
Q1 2018$2,0000.0%380.0%0.00%0.0%
Q4 2017$2,0000.0%38
-28.3%
0.00%0.0%
Q2 2017$2,000530.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2017
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,479,869$108,267,25136.83%
Kellett Wealth Advisors, LLC 456,560$33,401,96332.12%
Rezny Wealth Management, Inc. 884,342$64,698,46123.87%
Davidson Capital Management Inc. 535,358$39,166,79223.79%
Reitz Capital Advisors LLC 326,942$23,919,08922.07%
HHM Wealth Advisors, LLC 1,344,131$98,336,60620.08%
Walker Financial Services, Inc. 265,028$19,389,47619.98%
Whelan Financial 486,301$35,577,78019.73%
WFA Asset Management Corp 424,139$31,030,04519.04%
Wealth Management Solutions, LLC 452,105$33,075,96919.04%
View complete list of SCHWAB STRATEGIC TR shareholders