SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,964,543 | -3.8% | 70,160 | -1.3% | 1.94% | -0.9% |
Q2 2023 | $5,159,543 | +1.9% | 71,049 | +2.6% | 1.95% | -2.1% |
Q1 2023 | $5,064,365 | -2.4% | 69,223 | +0.8% | 1.99% | -9.1% |
Q4 2022 | $5,188,240 | +23.8% | 68,682 | +8.9% | 2.19% | +14.9% |
Q3 2022 | $4,190,000 | -1.6% | 63,083 | +6.2% | 1.91% | +4.5% |
Q2 2022 | $4,256,000 | -2.3% | 59,428 | +7.6% | 1.82% | +12.5% |
Q1 2022 | $4,357,000 | -3.7% | 55,238 | -1.3% | 1.62% | -0.6% |
Q4 2021 | $4,525,000 | +7.8% | 55,990 | -1.0% | 1.63% | -0.3% |
Q3 2021 | $4,198,000 | -9.9% | 56,557 | -8.3% | 1.64% | -6.0% |
Q2 2021 | $4,661,000 | +3.8% | 61,645 | +0.1% | 1.74% | -1.4% |
Q1 2021 | $4,490,000 | +15.3% | 61,583 | +1.4% | 1.76% | +13.5% |
Q4 2020 | $3,895,000 | +2.9% | 60,732 | -11.3% | 1.56% | +2.3% |
Q3 2020 | $3,787,000 | +8.4% | 68,482 | +1.4% | 1.52% | +0.2% |
Q2 2020 | $3,495,000 | +13.9% | 67,549 | -1.0% | 1.52% | -2.0% |
Q1 2020 | $3,068,000 | -24.8% | 68,217 | -3.1% | 1.55% | -13.8% |
Q4 2019 | $4,078,000 | +8.1% | 70,407 | +2.2% | 1.80% | +2.2% |
Q3 2019 | $3,772,000 | -8.6% | 68,860 | -11.4% | 1.76% | -3.9% |
Q2 2019 | $4,126,000 | -28.3% | 77,753 | -29.4% | 1.83% | -25.6% |
Q1 2019 | $5,758,000 | +16.6% | 110,137 | +4.7% | 2.46% | +0.0% |
Q4 2018 | $4,940,000 | -8.3% | 105,164 | +3.5% | 2.46% | +3.5% |
Q3 2018 | $5,387,000 | +13.1% | 101,632 | +5.2% | 2.37% | +5.6% |
Q2 2018 | $4,761,000 | -6.7% | 96,585 | -7.2% | 2.25% | -16.6% |
Q1 2018 | $5,104,000 | +4.0% | 104,095 | +8.6% | 2.70% | -35.9% |
Q4 2017 | $4,906,000 | – | 95,883 | – | 4.20% | – |
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% |