SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $205,469 | -4.4% | 2,720 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $215,000 | -2.3% | 2,720 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $220,000 | +8.9% | 2,720 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $202,000 | -1.9% | 2,720 | 0.0% | 0.02% | -14.3% |
| Q2 2021 | $206,000 | -16.6% | 2,720 | -50.5% | 0.02% | -38.2% |
| Q1 2020 | $247,000 | -22.3% | 5,498 | 0.0% | 0.03% | -5.6% |
| Q4 2019 | $318,000 | +5.6% | 5,498 | 0.0% | 0.04% | -7.7% |
| Q3 2019 | $301,000 | +3.1% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $292,000 | +1.7% | 5,498 | 0.0% | 0.04% | -2.5% |
| Q1 2019 | $287,000 | +11.2% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $258,000 | -11.3% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $291,000 | +7.4% | 5,498 | 0.0% | 0.04% | +5.3% |
| Q2 2018 | $271,000 | +0.4% | 5,498 | 0.0% | 0.04% | -2.6% |
| Q1 2018 | $270,000 | -3.9% | 5,498 | 0.0% | 0.04% | -2.5% |
| Q4 2017 | $281,000 | +9.3% | 5,498 | 0.0% | 0.04% | +8.1% |
| Q3 2017 | $257,000 | +3.6% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $248,000 | +1.2% | 5,498 | 0.0% | 0.04% | -2.6% |
| Q1 2017 | $245,000 | – | 5,498 | – | 0.04% | – |
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% |