SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,497,738 | +13.7% | 99,255 | +0.0% | 1.87% | +32.0% |
| Q3 2022 | $6,592,000 | -6.2% | 99,227 | +1.1% | 1.42% | -7.1% |
| Q2 2022 | $7,028,000 | -45.1% | 98,121 | -39.6% | 1.52% | -25.8% |
| Q1 2022 | $12,813,000 | -0.2% | 162,417 | +2.2% | 2.06% | +9.9% |
| Q4 2021 | $12,840,000 | +12.5% | 158,852 | +3.3% | 1.87% | +10.3% |
| Q3 2021 | $11,414,000 | +25.5% | 153,747 | +27.8% | 1.70% | +27.6% |
| Q2 2021 | $9,097,000 | +8.1% | 120,302 | +4.3% | 1.33% | -3.0% |
| Q1 2021 | $8,412,000 | +8.4% | 115,365 | -4.7% | 1.37% | +1.6% |
| Q4 2020 | $7,763,000 | +7.6% | 121,034 | -2.6% | 1.35% | -1.4% |
| Q3 2020 | $7,214,000 | +9.0% | 124,308 | +5.6% | 1.37% | -5.4% |
| Q2 2020 | $6,620,000 | +10.3% | 117,707 | -0.4% | 1.44% | -7.6% |
| Q1 2020 | $6,004,000 | +4.9% | 118,169 | +22.3% | 1.56% | -2.6% |
| Q4 2019 | $5,723,000 | +67.1% | 96,658 | +55.6% | 1.60% | +34.4% |
| Q3 2019 | $3,425,000 | +10.4% | 62,124 | +6.5% | 1.19% | -8.6% |
| Q2 2019 | $3,101,000 | -4.2% | 58,308 | -2.7% | 1.31% | -4.9% |
| Q1 2019 | $3,237,000 | -7.0% | 59,952 | -10.9% | 1.37% | -23.6% |
| Q4 2018 | $3,480,000 | +11.0% | 67,294 | +8.6% | 1.80% | +2.5% |
| Q3 2018 | $3,136,000 | +8.4% | 61,980 | +5.6% | 1.76% | +4.2% |
| Q2 2018 | $2,892,000 | +6.8% | 58,679 | +6.2% | 1.68% | -4.6% |
| Q1 2018 | $2,708,000 | +0.9% | 55,229 | +5.3% | 1.77% | +2.3% |
| Q4 2017 | $2,683,000 | – | 52,435 | – | 1.73% | – |
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% |