SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,746,801 | -3.0% | 24,054 | -2.3% | 3.75% | +3.9% |
Q1 2023 | $1,800,760 | -21.7% | 24,614 | -19.1% | 3.61% | -30.3% |
Q4 2022 | $2,299,589 | +6.0% | 30,442 | -2.2% | 5.18% | -3.2% |
Q3 2022 | $2,170,000 | -2.6% | 31,132 | +1.3% | 5.36% | +79.0% |
Q2 2022 | $2,228,000 | +11.8% | 30,745 | +20.2% | 2.99% | +119.6% |
Q1 2022 | $1,992,000 | +14.7% | 25,571 | +15.7% | 1.36% | +190.0% |
Q4 2021 | $1,737,000 | +2.0% | 22,106 | +2.0% | 0.47% | -2.5% |
Q3 2021 | $1,703,000 | +3.0% | 21,673 | +0.2% | 0.48% | -28.2% |
Q2 2021 | $1,654,000 | -1.8% | 21,629 | -1.6% | 0.67% | +28.1% |
Q1 2021 | $1,685,000 | +13.0% | 21,973 | -5.5% | 0.52% | -17.7% |
Q4 2020 | $1,491,000 | -22.7% | 23,254 | -26.2% | 0.64% | -25.9% |
Q3 2020 | $1,928,000 | -41.8% | 31,508 | -43.8% | 0.86% | -28.8% |
Q4 2019 | $3,314,000 | +13.5% | 56,069 | +8.7% | 1.21% | +3.8% |
Q3 2019 | $2,919,000 | +6.2% | 51,582 | +0.5% | 1.16% | -6.8% |
Q2 2019 | $2,748,000 | +162.5% | 51,336 | +170.6% | 1.25% | +144.9% |
Q4 2018 | $1,047,000 | +7.1% | 18,972 | 0.0% | 0.51% | +15.1% |
Q2 2018 | $978,000 | -42.4% | 18,972 | -45.1% | 0.44% | -11.8% |
Q1 2018 | $1,698,000 | +23.9% | 34,562 | +26.5% | 0.50% | -22.0% |
Q4 2017 | $1,370,000 | – | 27,314 | – | 0.64% | – |
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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% |