SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 271 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,718,921 | -16.0% | 24,292 | -13.8% | 0.08% | -13.3% |
Q2 2023 | $2,046,430 | -21.6% | 28,180 | -21.0% | 0.09% | -28.6% |
Q1 2023 | $2,610,884 | -6.2% | 35,687 | -3.2% | 0.13% | -86.8% |
Q4 2022 | $2,783,849 | +20.0% | 36,853 | +5.5% | 0.96% | +608.9% |
Q3 2022 | $2,320,000 | +1042.9% | 34,922 | +671.9% | 0.14% | +350.0% |
Q1 2020 | $203,000 | -97.4% | 4,524 | -96.6% | 0.03% | -91.2% |
Q4 2019 | $7,816,000 | +2413.2% | 134,940 | +2365.1% | 0.34% | +797.4% |
Q3 2019 | $311,000 | -6.0% | 5,474 | -13.5% | 0.04% | -19.1% |
Q1 2019 | $331,000 | +7.8% | 6,330 | +3.4% | 0.05% | -13.0% |
Q4 2018 | $307,000 | -81.2% | 6,124 | -83.3% | 0.05% | -79.1% |
Q1 2017 | $1,629,000 | – | 36,665 | – | 0.26% | – |
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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% |