SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $476,000 | +17.8% | 9,100 | +5.7% | 0.23% | +0.4% |
Q4 2018 | $404,000 | -13.3% | 8,609 | -2.2% | 0.23% | -2.1% |
Q3 2018 | $466,000 | +7.4% | 8,800 | -0.0% | 0.23% | +0.4% |
Q2 2018 | $434,000 | +0.5% | 8,804 | 0.0% | 0.23% | -0.4% |
Q1 2018 | $432,000 | -4.2% | 8,804 | 0.0% | 0.23% | -0.4% |
Q4 2017 | $451,000 | +9.5% | 8,804 | +0.0% | 0.23% | +2.6% |
Q3 2017 | $412,000 | +10.2% | 8,800 | +6.0% | 0.23% | +1.8% |
Q2 2017 | $374,000 | 0.0% | 8,301 | -1.0% | 0.22% | -9.7% |
Q1 2017 | $374,000 | +2.5% | 8,385 | +0.0% | 0.25% | -5.7% |
Q4 2016 | $365,000 | -1.6% | 8,384 | -4.5% | 0.26% | -12.9% |
Q3 2016 | $371,000 | +2.2% | 8,779 | +0.1% | 0.30% | -4.7% |
Q2 2016 | $363,000 | +9.0% | 8,768 | +5.6% | 0.32% | -21.1% |
Q1 2016 | $333,000 | +4.1% | 8,300 | 0.0% | 0.40% | -1.7% |
Q4 2015 | $320,000 | +7.4% | 8,300 | 0.0% | 0.41% | -1.9% |
Q3 2015 | $298,000 | -6.3% | 8,300 | 0.0% | 0.42% | -2.1% |
Q2 2015 | $318,000 | -2.8% | 8,300 | 0.0% | 0.43% | +4.2% |
Q1 2015 | $327,000 | -1.2% | 8,300 | 0.0% | 0.41% | -18.8% |
Q4 2014 | $331,000 | +3.4% | 8,300 | 0.0% | 0.50% | -3.3% |
Q3 2014 | $320,000 | +0.6% | 8,300 | 0.0% | 0.52% | -4.4% |
Q2 2014 | $318,000 | +3.9% | 8,300 | 0.0% | 0.54% | -0.2% |
Q1 2014 | $306,000 | – | 8,300 | – | 0.55% | – |
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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% |