SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,688 | -1.7% | 236 | +0.9% | 0.01% | 0.0% |
| Q2 2023 | $16,972 | +0.2% | 234 | +0.9% | 0.01% | 0.0% |
| Q1 2023 | $16,939 | -2.3% | 232 | +0.9% | 0.01% | 0.0% |
| Q4 2022 | $17,343 | +15.6% | 230 | +1.3% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 227 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -11.1% | 225 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $18,000 | 0.0% | 223 | +0.5% | 0.01% | -11.1% |
| Q4 2021 | $18,000 | +12.5% | 222 | +0.9% | 0.01% | +28.6% |
| Q3 2021 | $16,000 | -5.9% | 220 | +0.9% | 0.01% | 0.0% |
| Q2 2021 | $17,000 | +6.2% | 218 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $16,000 | +14.3% | 217 | +0.9% | 0.01% | 0.0% |
| Q4 2020 | $14,000 | +16.7% | 215 | +0.9% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 213 | +0.9% | 0.01% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 211 | +1.0% | 0.01% | 0.0% |
| Q1 2020 | $9,000 | -25.0% | 209 | +1.0% | 0.01% | +16.7% |
| Q4 2019 | $12,000 | +9.1% | 207 | +1.5% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 204 | +1.0% | 0.01% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 202 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $11,000 | +22.2% | 202 | +0.5% | 0.01% | +16.7% |
| Q4 2018 | $9,000 | -10.0% | 201 | +1.5% | 0.01% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 198 | +1.0% | 0.01% | -14.3% |
| Q2 2018 | $10,000 | 0.0% | 196 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $10,000 | 0.0% | 196 | +0.5% | 0.01% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 195 | +0.5% | 0.01% | 0.0% |
| Q3 2017 | $9,000 | 0.0% | 194 | +1.0% | 0.01% | 0.0% |
| Q2 2017 | $9,000 | – | 192 | – | 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% |