SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,629,114 | -4.0% | 37,155 | -0.7% | 0.73% | +1.2% |
| Q2 2023 | $2,739,073 | +1.7% | 37,424 | +1.7% | 0.72% | -8.7% |
| Q1 2023 | $2,693,380 | -0.4% | 36,815 | +2.9% | 0.79% | -9.2% |
| Q4 2022 | $2,703,172 | +17.7% | 35,785 | +5.3% | 0.87% | +11.3% |
| Q3 2022 | $2,297,000 | -1.1% | 33,981 | +4.8% | 0.78% | +5.4% |
| Q2 2022 | $2,322,000 | -6.5% | 32,412 | +3.0% | 0.74% | +9.5% |
| Q1 2022 | $2,483,000 | +1.2% | 31,479 | +3.7% | 0.68% | +0.9% |
| Q4 2021 | $2,453,000 | +29.6% | 30,348 | +19.0% | 0.67% | +18.3% |
| Q3 2021 | $1,893,000 | +6.2% | 25,493 | +8.1% | 0.57% | +16.4% |
| Q2 2021 | $1,783,000 | +8.5% | 23,573 | +4.6% | 0.49% | +41.6% |
| Q1 2021 | $1,644,000 | +2.3% | 22,542 | -10.0% | 0.34% | -4.2% |
| Q4 2020 | $1,607,000 | +7.1% | 25,060 | -7.6% | 0.36% | -6.5% |
| Q3 2020 | $1,500,000 | +24.0% | 27,122 | +16.0% | 0.38% | +33.3% |
| Q2 2020 | $1,210,000 | +9.0% | 23,373 | -5.3% | 0.29% | -11.9% |
| Q1 2020 | $1,110,000 | -26.5% | 24,681 | -5.4% | 0.33% | -14.2% |
| Q4 2019 | $1,511,000 | +14.5% | 26,088 | +8.3% | 0.38% | +5.2% |
| Q3 2019 | $1,320,000 | +8.6% | 24,099 | +5.2% | 0.36% | +3.1% |
| Q2 2019 | $1,216,000 | -8.1% | 22,904 | -9.5% | 0.35% | -16.2% |
| Q1 2019 | $1,323,000 | -20.5% | 25,298 | -28.6% | 0.42% | -36.5% |
| Q4 2018 | $1,664,000 | +59.7% | 35,418 | +80.2% | 0.66% | +76.9% |
| Q3 2018 | $1,042,000 | -1.3% | 19,658 | -8.3% | 0.37% | -7.0% |
| Q2 2018 | $1,056,000 | -0.1% | 21,429 | -0.6% | 0.40% | -11.1% |
| Q1 2018 | $1,057,000 | +3.5% | 21,558 | +8.1% | 0.45% | +6.4% |
| Q4 2017 | $1,021,000 | – | 19,951 | – | 0.42% | – |
Download | ||||||
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% |