SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $991,419 | -2.6% | 14,011 | -0.0% | 0.12% | -0.9% |
Q2 2023 | $1,017,625 | -1.3% | 14,013 | -0.6% | 0.12% | -2.5% |
Q1 2023 | $1,031,118 | -5.2% | 14,094 | -2.2% | 0.12% | -5.6% |
Q4 2022 | $1,088,078 | +10.9% | 14,404 | -2.5% | 0.13% | +0.8% |
Q3 2022 | $981,000 | -8.1% | 14,768 | -0.9% | 0.12% | -3.1% |
Q2 2022 | $1,067,000 | -9.2% | 14,900 | 0.0% | 0.13% | +0.8% |
Q1 2022 | $1,175,000 | -2.1% | 14,900 | +0.4% | 0.13% | +6.7% |
Q4 2021 | $1,200,000 | +9.2% | 14,840 | +0.2% | 0.12% | -45.2% |
Q3 2021 | $1,099,000 | -2.6% | 14,807 | -0.7% | 0.22% | -1.8% |
Q2 2021 | $1,128,000 | +2.9% | 14,915 | -0.7% | 0.22% | -3.0% |
Q1 2021 | $1,096,000 | +11.6% | 15,025 | -1.9% | 0.23% | +4.5% |
Q4 2020 | $982,000 | +14.5% | 15,311 | -1.3% | 0.22% | +2.3% |
Q3 2020 | $858,000 | +4.0% | 15,510 | -2.7% | 0.22% | -3.2% |
Q2 2020 | $825,000 | +15.1% | 15,939 | 0.0% | 0.22% | 0.0% |
Q1 2020 | $717,000 | -27.1% | 15,939 | -6.2% | 0.22% | -12.6% |
Q4 2019 | $984,000 | +4.0% | 16,989 | -1.6% | 0.25% | -4.9% |
Q3 2019 | $946,000 | +1.7% | 17,261 | -1.5% | 0.27% | -0.7% |
Q2 2019 | $930,000 | -2.3% | 17,525 | -3.7% | 0.27% | -8.2% |
Q1 2019 | $952,000 | +8.8% | 18,204 | -2.3% | 0.29% | -2.3% |
Q4 2018 | $875,000 | -11.5% | 18,631 | -0.2% | 0.30% | -4.2% |
Q3 2018 | $989,000 | +9.0% | 18,664 | +1.5% | 0.31% | -0.3% |
Q2 2018 | $907,000 | -6.4% | 18,393 | -7.0% | 0.31% | -18.2% |
Q1 2018 | $969,000 | -15.2% | 19,767 | -11.5% | 0.38% | -13.7% |
Q4 2017 | $1,143,000 | +6.3% | 22,330 | -2.8% | 0.44% | +3.0% |
Q3 2017 | $1,075,000 | -0.3% | 22,969 | -3.9% | 0.43% | -5.7% |
Q2 2017 | $1,078,000 | -7.9% | 23,894 | -9.1% | 0.46% | -13.7% |
Q1 2017 | $1,171,000 | +1.6% | 26,275 | -0.7% | 0.53% | -7.8% |
Q4 2016 | $1,153,000 | +23.2% | 26,464 | +19.7% | 0.58% | +12.1% |
Q3 2016 | $936,000 | +11.0% | 22,116 | +8.7% | 0.51% | +4.0% |
Q2 2016 | $843,000 | +23.4% | 20,341 | +19.3% | 0.49% | -22.6% |
Q1 2016 | $683,000 | +7.4% | 17,048 | +3.4% | 0.64% | -2.0% |
Q4 2015 | $636,000 | – | 16,492 | – | 0.65% | – |
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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% |