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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $758 | -99.9% | 10,034 | 0.0% | 0.40% | -0.7% |
| Q3 2022 | $667,000 | -7.2% | 10,034 | 0.0% | 0.40% | -9.2% |
| Q2 2022 | $719,000 | -9.2% | 10,034 | 0.0% | 0.44% | +5.7% |
| Q1 2022 | $792,000 | +4.3% | 10,034 | +6.9% | 0.42% | +10.5% |
| Q4 2021 | $759,000 | +8.9% | 9,384 | 0.0% | 0.38% | +3.0% |
| Q3 2021 | $697,000 | -1.8% | 9,384 | 0.0% | 0.37% | -4.2% |
| Q2 2021 | $710,000 | +3.8% | 9,384 | 0.0% | 0.38% | 0.0% |
| Q1 2021 | $684,000 | +13.6% | 9,384 | 0.0% | 0.38% | +7.8% |
| Q4 2020 | $602,000 | +16.0% | 9,384 | 0.0% | 0.36% | -1.4% |
| Q3 2020 | $519,000 | +6.8% | 9,384 | 0.0% | 0.36% | +1.4% |
| Q2 2020 | $486,000 | +15.2% | 9,384 | 0.0% | 0.36% | -5.8% |
| Q1 2020 | $422,000 | -22.4% | 9,384 | 0.0% | 0.38% | -3.1% |
| Q4 2019 | $544,000 | +5.8% | 9,384 | 0.0% | 0.39% | +6.0% |
| Q3 2019 | $514,000 | +3.2% | 9,384 | 0.0% | 0.37% | -0.3% |
| Q2 2019 | $498,000 | +1.4% | 9,384 | 0.0% | 0.37% | -0.3% |
| Q1 2019 | $491,000 | +11.3% | 9,384 | 0.0% | 0.37% | +0.3% |
| Q4 2018 | $441,000 | -11.3% | 9,384 | 0.0% | 0.37% | -17.6% |
| Q3 2018 | $497,000 | +7.3% | 9,384 | 0.0% | 0.45% | +6.1% |
| Q2 2018 | $463,000 | +0.7% | 9,384 | 0.0% | 0.42% | -2.8% |
| Q1 2018 | $460,000 | -4.2% | 9,384 | 0.0% | 0.44% | -5.2% |
| Q4 2017 | $480,000 | – | 9,384 | – | 0.46% | – |
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% |