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 | $2,631,675 | +9.2% | 37,191 | +12.1% | 0.30% | +11.1% |
Q2 2023 | $2,410,033 | +54.6% | 33,187 | +55.8% | 0.27% | +36.2% |
Q1 2023 | $1,558,411 | +20.0% | 21,301 | +23.9% | 0.20% | +11.2% |
Q4 2022 | $1,298,753 | +50.8% | 17,192 | +32.6% | 0.18% | +40.9% |
Q3 2022 | $861,000 | +15.9% | 12,963 | +25.0% | 0.13% | +22.1% |
Q2 2022 | $743,000 | +22.8% | 10,367 | +35.2% | 0.10% | +36.8% |
Q1 2022 | $605,000 | +25.0% | 7,669 | +28.0% | 0.08% | +28.8% |
Q4 2021 | $484,000 | +7.3% | 5,992 | -1.4% | 0.06% | -3.3% |
Q3 2021 | $451,000 | -0.9% | 6,075 | +1.1% | 0.06% | -29.1% |
Q2 2021 | $455,000 | +0.2% | 6,011 | -3.4% | 0.09% | -6.5% |
Q1 2021 | $454,000 | +36.3% | 6,224 | +20.0% | 0.09% | +17.9% |
Q4 2020 | $333,000 | +15.2% | 5,188 | -0.7% | 0.08% | -1.3% |
Q3 2020 | $289,000 | +6.6% | 5,225 | +0.1% | 0.08% | -2.5% |
Q2 2020 | $271,000 | -42.9% | 5,222 | -36.1% | 0.08% | -40.0% |
Q4 2019 | $475,000 | +8.2% | 8,171 | +2.5% | 0.14% | -0.7% |
Q3 2019 | $439,000 | +1.4% | 7,972 | -2.1% | 0.14% | +9.7% |
Q2 2019 | $433,000 | +1.9% | 8,142 | 0.0% | 0.12% | -2.4% |
Q1 2019 | $425,000 | -0.7% | 8,142 | -10.6% | 0.13% | -8.0% |
Q4 2018 | $428,000 | +23.7% | 9,103 | +40.1% | 0.14% | +38.0% |
Q3 2018 | $346,000 | +16.1% | 6,497 | +7.3% | 0.10% | +5.3% |
Q2 2018 | $298,000 | – | 6,053 | – | 0.10% | – |
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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% |