SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,649,000 | -2.0% | 62,626 | -0.2% | 1.00% | -1.8% |
| Q2 2021 | $4,746,000 | +3.5% | 62,757 | -0.2% | 1.01% | -4.9% |
| Q1 2021 | $4,584,000 | +14.4% | 62,857 | +0.6% | 1.06% | +6.8% |
| Q4 2020 | $4,006,000 | +16.0% | 62,457 | +0.1% | 1.00% | +2.7% |
| Q3 2020 | $3,452,000 | +10.7% | 62,417 | +3.6% | 0.97% | +0.6% |
| Q2 2020 | $3,119,000 | +15.6% | 60,267 | +0.4% | 0.96% | -13.2% |
| Q1 2020 | $2,699,000 | -18.5% | 60,007 | +5.0% | 1.11% | +3.6% |
| Q4 2019 | $3,311,000 | +13.6% | 57,157 | +7.4% | 1.07% | +10.4% |
| Q3 2019 | $2,915,000 | +12.8% | 53,207 | +9.2% | 0.97% | +8.6% |
| Q2 2019 | $2,585,000 | -1.1% | 48,707 | +0.6% | 0.90% | +0.2% |
| Q1 2019 | $2,613,000 | +33.0% | 48,397 | +15.7% | 0.89% | +25.8% |
| Q4 2018 | $1,964,000 | -0.4% | 41,815 | +12.4% | 0.71% | +18.1% |
| Q3 2018 | $1,972,000 | – | 37,215 | – | 0.60% | – |
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% |