SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 520 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $226 | -70.8% | 2,968 | -72.9% | 0.09% | -71.8% |
Q3 2023 | $775 | -8.2% | 10,947 | -5.8% | 0.33% | -5.0% |
Q2 2023 | $844 | -11.4% | 11,623 | -10.8% | 0.34% | -13.4% |
Q1 2023 | $953 | -5.5% | 13,027 | -2.4% | 0.40% | -4.8% |
Q4 2022 | $1,008 | -99.9% | 13,348 | +6.7% | 0.42% | +8.1% |
Q3 2022 | $831,000 | +27.8% | 12,510 | +37.8% | 0.38% | +25.0% |
Q2 2022 | $650,000 | -6.9% | 9,079 | +2.6% | 0.31% | -3.4% |
Q1 2022 | $698,000 | -0.3% | 8,845 | +2.1% | 0.32% | -3.3% |
Q4 2021 | $700,000 | +10.2% | 8,666 | +1.3% | 0.33% | +2.8% |
Q3 2021 | $635,000 | -1.9% | 8,559 | 0.0% | 0.32% | -2.1% |
Q2 2021 | $647,000 | +5.4% | 8,559 | +1.7% | 0.33% | +0.6% |
Q1 2021 | $614,000 | +8.9% | 8,419 | -4.3% | 0.33% | -1.2% |
Q4 2020 | $564,000 | +4.4% | 8,795 | -10.0% | 0.33% | -8.6% |
Q3 2020 | $540,000 | -8.9% | 9,770 | -14.8% | 0.36% | -13.4% |
Q2 2020 | $593,000 | +11.7% | 11,465 | -2.9% | 0.42% | +3.0% |
Q1 2020 | $531,000 | -22.4% | 11,805 | -0.1% | 0.40% | +0.2% |
Q4 2019 | $684,000 | +18.5% | 11,811 | +12.2% | 0.40% | +4.1% |
Q3 2019 | $577,000 | -10.4% | 10,526 | -13.3% | 0.39% | -14.9% |
Q2 2019 | $644,000 | -9.3% | 12,141 | -10.6% | 0.46% | -16.8% |
Q1 2019 | $710,000 | -10.4% | 13,582 | -19.4% | 0.55% | -25.0% |
Q4 2018 | $792,000 | +17.9% | 16,860 | +33.0% | 0.73% | +21.4% |
Q3 2018 | $672,000 | +27.0% | 12,675 | +18.0% | 0.60% | +11.5% |
Q2 2018 | $529,000 | +1.5% | 10,739 | +1.1% | 0.54% | +4.0% |
Q1 2018 | $521,000 | +5.9% | 10,626 | +10.6% | 0.52% | +1.6% |
Q4 2017 | $492,000 | – | 9,610 | – | 0.51% | – |
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% |