SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $66,088,000 | -21.4% | 1,469,272 | +1.3% | 0.05% | -2.1% |
| Q4 2019 | $84,038,000 | +5.4% | 1,450,925 | -0.3% | 0.05% | -4.0% |
| Q3 2019 | $79,739,000 | +78.2% | 1,455,620 | +72.6% | 0.05% | +78.6% |
| Q2 2019 | $44,745,000 | +0.5% | 843,126 | -1.0% | 0.03% | -3.4% |
| Q1 2019 | $44,503,000 | -7.8% | 851,243 | -17.1% | 0.03% | -19.4% |
| Q4 2018 | $48,248,000 | +5.3% | 1,027,217 | +18.8% | 0.04% | +20.0% |
| Q3 2018 | $45,819,000 | +5.8% | 864,517 | -1.6% | 0.03% | 0.0% |
| Q2 2018 | $43,325,000 | +57.6% | 878,989 | +56.8% | 0.03% | +50.0% |
| Q1 2018 | $27,491,000 | +0.1% | 560,692 | +4.4% | 0.02% | 0.0% |
| Q4 2017 | $27,469,000 | – | 536,817 | – | 0.02% | – |
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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% |