Financial Advocates Investment Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,000,011
-2.7%
14,132
-0.1%
0.07%
-1.4%
Q2 2023$1,027,383
-5.8%
14,147
-5.1%
0.07%
-6.4%
Q1 2023$1,091,186
-73.1%
14,915
-72.2%
0.08%
-74.2%
Q4 2022$4,051,814
+355.8%
53,638
+300.6%
0.30%
+313.7%
Q3 2022$889,000
-20.1%
13,390
-13.8%
0.07%
-18.9%
Q2 2022$1,113,000
-85.0%
15,535
-83.5%
0.09%
-81.6%
Q1 2022$7,422,000
-1.0%
94,078
+1.4%
0.49%
+3.6%
Q4 2021$7,498,000
+8.4%
92,763
-0.4%
0.47%
+1.1%
Q3 2021$6,918,000
-2.9%
93,181
-1.1%
0.47%
-1.9%
Q2 2021$7,127,000
+10.4%
94,247
+6.5%
0.48%
+3.9%
Q1 2021$6,454,000
+33.1%
88,505
+17.1%
0.46%
+38.4%
Q4 2020$4,848,000
+29.6%
75,580
+11.7%
0.33%
+3.8%
Q3 2020$3,742,000
+10.6%
67,668
+3.5%
0.32%
-0.6%
Q2 2020$3,384,000
+29.3%
65,395
+12.3%
0.32%
-14.2%
Q1 2020$2,618,000
-22.9%
58,214
-0.7%
0.37%
+3.6%
Q4 2019$3,394,000
+12.2%
58,602
+6.2%
0.36%
+4.6%
Q3 2019$3,024,000
+1.7%
55,195
-1.5%
0.34%0.0%
Q2 2019$2,974,000
+18.2%
56,033
+16.4%
0.34%
+10.2%
Q1 2019$2,516,000
+30.1%
48,126
+16.9%
0.31%
+18.6%
Q4 2018$1,934,000
-2.1%
41,180
+10.5%
0.26%
+19.5%
Q3 2018$1,975,000
+7.9%
37,267
+0.1%
0.22%
-0.5%
Q2 2018$1,831,000
+13.2%
37,216
+12.8%
0.22%
+5.7%
Q1 2018$1,618,000
+11.3%
33,007
+16.2%
0.21%
+6.1%
Q4 2017$1,454,00028,4000.20%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,479,869$108,267,25136.83%
Kellett Wealth Advisors, LLC 456,560$33,401,96332.12%
Rezny Wealth Management, Inc. 884,342$64,698,46123.87%
Davidson Capital Management Inc. 535,358$39,166,79223.79%
Reitz Capital Advisors LLC 326,942$23,919,08922.07%
HHM Wealth Advisors, LLC 1,344,131$98,336,60620.08%
Walker Financial Services, Inc. 265,028$19,389,47619.98%
Whelan Financial 486,301$35,577,78019.73%
WFA Asset Management Corp 424,139$31,030,04519.04%
Wealth Management Solutions, LLC 452,105$33,075,96919.04%
View complete list of SCHWAB STRATEGIC TR shareholders