SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,746,083 | -2.7% | 38,808 | -0.1% | 1.14% | -2.7% |
Q2 2023 | $2,822,260 | -0.9% | 38,863 | -0.2% | 1.17% | -7.2% |
Q1 2023 | $2,847,636 | -5.1% | 38,923 | -2.0% | 1.26% | -12.0% |
Q4 2022 | $2,999,195 | +14.0% | 39,703 | +0.3% | 1.43% | +5.1% |
Q3 2022 | $2,631,000 | -7.7% | 39,603 | -0.5% | 1.36% | -3.7% |
Q2 2022 | $2,850,000 | -8.8% | 39,783 | +0.4% | 1.41% | +7.0% |
Q1 2022 | $3,126,000 | -2.0% | 39,623 | +0.4% | 1.32% | -1.1% |
Q4 2021 | $3,189,000 | +4.8% | 39,448 | -3.7% | 1.34% | -5.0% |
Q3 2021 | $3,042,000 | +1.2% | 40,973 | +3.3% | 1.41% | +0.4% |
Q2 2021 | $3,007,000 | +5.0% | 39,666 | +1.0% | 1.40% | -4.6% |
Q1 2021 | $2,863,000 | +17.0% | 39,268 | +2.9% | 1.47% | +9.4% |
Q4 2020 | $2,447,000 | +14.5% | 38,146 | -1.3% | 1.34% | -1.0% |
Q3 2020 | $2,137,000 | -0.8% | 38,650 | -7.2% | 1.36% | -10.4% |
Q2 2020 | $2,155,000 | +15.3% | 41,643 | +0.2% | 1.51% | -7.3% |
Q1 2020 | $1,869,000 | -21.2% | 41,547 | +1.4% | 1.63% | -5.0% |
Q4 2019 | $2,373,000 | +13.9% | 40,974 | +7.1% | 1.72% | -1.1% |
Q3 2019 | $2,084,000 | +4.8% | 38,253 | +3.3% | 1.74% | +3.3% |
Q2 2019 | $1,988,000 | +3.7% | 37,036 | +1.0% | 1.68% | -10.0% |
Q1 2019 | $1,917,000 | +14.2% | 36,667 | +2.5% | 1.87% | +6.0% |
Q4 2018 | $1,679,000 | -18.4% | 35,757 | -13.3% | 1.76% | -8.1% |
Q3 2018 | $2,057,000 | +3.0% | 41,251 | +1.8% | 1.92% | +4.1% |
Q2 2018 | $1,998,000 | +7.6% | 40,538 | +7.0% | 1.84% | -0.1% |
Q1 2018 | $1,857,000 | +25.7% | 37,874 | +31.2% | 1.84% | +15.6% |
Q4 2017 | $1,477,000 | – | 28,861 | – | 1.59% | – |
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% |