SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 523 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,651 | -2.6% | 94 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $6,826 | -0.7% | 94 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $6,877 | -3.2% | 94 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $7,101 | -45.4% | 94 | -51.5% | 0.00% | -50.0% |
Q3 2022 | $13,000 | +85.7% | 194 | +106.4% | 0.00% | +100.0% |
Q2 2022 | $7,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $7,000 | -12.5% | 94 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $8,000 | +14.3% | 94 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $7,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $7,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $7,000 | +16.7% | 94 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $6,000 | +20.0% | 94 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $5,000 | +25.0% | 94 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $4,000 | -20.0% | 94 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $5,000 | +25.0% | 94 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $4,000 | -20.0% | 94 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $5,000 | – | 94 | – | 0.00% | – |
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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% |