SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $886,678 | +13.8% | 11,738 | +0.1% | 0.08% | +5.4% |
| Q3 2022 | $779,000 | -5.5% | 11,732 | +2.0% | 0.07% | -3.9% |
| Q2 2022 | $824,000 | -7.4% | 11,499 | +2.0% | 0.08% | 0.0% |
| Q1 2022 | $890,000 | -4.9% | 11,279 | -2.6% | 0.08% | -27.4% |
| Q4 2021 | $936,000 | -9.1% | 11,582 | -16.5% | 0.11% | +5.0% |
| Q3 2021 | $1,030,000 | -11.6% | 13,874 | -9.9% | 0.10% | -17.2% |
| Q2 2021 | $1,165,000 | +15.0% | 15,402 | +10.9% | 0.12% | +4.3% |
| Q1 2021 | $1,013,000 | +12.2% | 13,893 | -1.3% | 0.12% | +1.7% |
| Q4 2020 | $903,000 | +13.3% | 14,076 | -2.3% | 0.12% | -5.0% |
| Q3 2020 | $797,000 | -20.0% | 14,410 | -25.1% | 0.12% | -29.7% |
| Q2 2020 | $996,000 | -12.0% | 19,248 | -23.5% | 0.17% | -32.5% |
| Q1 2020 | $1,132,000 | -28.7% | 25,166 | -8.2% | 0.26% | -15.0% |
| Q4 2019 | $1,588,000 | +4.7% | 27,413 | -1.0% | 0.30% | -7.7% |
| Q3 2019 | $1,517,000 | +8.0% | 27,686 | +4.7% | 0.32% | +3.5% |
| Q2 2019 | $1,404,000 | +53.9% | 26,450 | +51.6% | 0.31% | +24.6% |
| Q1 2019 | $912,000 | +104.5% | 17,451 | +107.3% | 0.25% | +80.0% |
| Q3 2018 | $446,000 | +107.4% | 8,419 | +93.1% | 0.14% | +84.2% |
| Q2 2018 | $215,000 | +26.5% | 4,359 | +25.6% | 0.08% | +18.8% |
| Q1 2018 | $170,000 | +277.8% | 3,471 | +297.6% | 0.06% | +255.6% |
| Q4 2017 | $45,000 | – | 873 | – | 0.02% | – |
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% |