SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $625,000 | -5.0% | 11,301 | -11.2% | 0.49% | -20.9% |
Q2 2020 | $658,000 | +5.3% | 12,720 | -8.4% | 0.62% | -20.0% |
Q1 2020 | $625,000 | -26.6% | 13,888 | -5.6% | 0.78% | -1.1% |
Q4 2019 | $852,000 | +92.8% | 14,710 | +82.1% | 0.79% | +70.9% |
Q3 2019 | $442,000 | +10.2% | 8,078 | +7.0% | 0.46% | +9.0% |
Q2 2019 | $401,000 | +1.5% | 7,547 | 0.0% | 0.42% | -5.6% |
Q1 2019 | $395,000 | +11.9% | 7,547 | +0.3% | 0.45% | -3.2% |
Q4 2018 | $353,000 | -18.3% | 7,521 | -7.8% | 0.46% | +6.4% |
Q3 2018 | $432,000 | +8.0% | 8,155 | +0.4% | 0.44% | 0.0% |
Q2 2018 | $400,000 | +0.5% | 8,123 | 0.0% | 0.44% | +6.6% |
Q1 2018 | $398,000 | – | 8,123 | – | 0.41% | – |
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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% |