SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 523 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $263,581 | -2.6% | 3,725 | 0.0% | 0.04% | +2.9% |
Q2 2023 | $270,510 | -0.7% | 3,725 | 0.0% | 0.04% | -5.4% |
Q1 2023 | $272,521 | -3.2% | 3,725 | 0.0% | 0.04% | -5.1% |
Q4 2022 | $281,386 | +13.9% | 3,725 | 0.0% | 0.04% | +5.4% |
Q3 2022 | $247,000 | -7.5% | 3,725 | 0.0% | 0.04% | -5.1% |
Q2 2022 | $267,000 | -9.2% | 3,725 | 0.0% | 0.04% | +5.4% |
Q1 2022 | $294,000 | -2.3% | 3,725 | 0.0% | 0.04% | +8.8% |
Q4 2021 | $301,000 | +8.7% | 3,725 | 0.0% | 0.03% | -2.9% |
Q3 2021 | $277,000 | -11.2% | 3,725 | -9.7% | 0.04% | -10.3% |
Q2 2021 | $312,000 | +3.7% | 4,125 | 0.0% | 0.04% | -9.3% |
Q1 2021 | $301,000 | -31.4% | 4,125 | -39.7% | 0.04% | -15.7% |
Q4 2020 | $439,000 | +11.1% | 6,841 | -4.3% | 0.05% | 0.0% |
Q3 2020 | $395,000 | -6.2% | 7,151 | -12.1% | 0.05% | -15.0% |
Q2 2020 | $421,000 | +15.0% | 8,131 | 0.0% | 0.06% | -10.4% |
Q1 2020 | $366,000 | -22.3% | 8,131 | 0.0% | 0.07% | -1.5% |
Q4 2019 | $471,000 | +16.0% | 8,131 | +9.8% | 0.07% | +6.2% |
Q3 2019 | $406,000 | +3.3% | 7,406 | 0.0% | 0.06% | +3.2% |
Q2 2019 | $393,000 | +38.4% | 7,406 | +36.5% | 0.06% | +21.6% |
Q1 2019 | $284,000 | +11.4% | 5,426 | 0.0% | 0.05% | -3.8% |
Q4 2018 | $255,000 | -8.9% | 5,426 | +2.8% | 0.05% | +6.0% |
Q3 2018 | $280,000 | +19.7% | 5,276 | +11.2% | 0.05% | +13.6% |
Q2 2018 | $234,000 | -81.1% | 4,746 | -81.2% | 0.04% | -81.4% |
Q1 2018 | $1,239,000 | -6.3% | 25,262 | -2.2% | 0.24% | -9.2% |
Q4 2017 | $1,322,000 | +13.5% | 25,838 | 0.0% | 0.26% | +3.6% |
Q2 2017 | $1,165,000 | +20.4% | 25,838 | +16.3% | 0.25% | +13.5% |
Q4 2016 | $968,000 | – | 22,213 | – | 0.22% | – |
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% |