SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,845,108 | +1.2% | 26,076 | +3.8% | 0.21% | +5.5% |
| Q2 2023 | $1,823,550 | -3.1% | 25,111 | -2.4% | 0.20% | -13.5% |
| Q1 2023 | $1,881,983 | -6.8% | 25,724 | -3.8% | 0.23% | -13.9% |
| Q4 2022 | $2,019,350 | +0.5% | 26,732 | +1.7% | 0.27% | +5.1% |
| Q3 2022 | $2,010,000 | +10.7% | 26,281 | +3.7% | 0.25% | +6.3% |
| Q2 2022 | $1,816,000 | -10.7% | 25,346 | -1.7% | 0.24% | 0.0% |
| Q1 2022 | $2,033,000 | -13.1% | 25,776 | -10.9% | 0.24% | -6.3% |
| Q4 2021 | $2,339,000 | +14.0% | 28,942 | +4.7% | 0.26% | -1.9% |
| Q3 2021 | $2,052,000 | -3.7% | 27,641 | +1.0% | 0.26% | +1.2% |
| Q2 2021 | $2,131,000 | +1.1% | 27,380 | -5.3% | 0.26% | -17.6% |
| Q1 2021 | $2,108,000 | +18.4% | 28,914 | +4.1% | 0.31% | +13.5% |
| Q4 2020 | $1,781,000 | +4.7% | 27,768 | +0.4% | 0.28% | -0.4% |
| Q3 2020 | $1,701,000 | +18.6% | 27,647 | -0.3% | 0.28% | -1.8% |
| Q2 2020 | $1,434,000 | +17.6% | 27,717 | +2.3% | 0.28% | -7.6% |
| Q1 2020 | $1,219,000 | -20.3% | 27,107 | +2.6% | 0.30% | +2.7% |
| Q4 2019 | $1,530,000 | +88.4% | 26,423 | +78.3% | 0.30% | +69.1% |
| Q3 2019 | $812,000 | +18.7% | 14,823 | +14.9% | 0.18% | +13.6% |
| Q2 2019 | $684,000 | +37.1% | 12,898 | +35.0% | 0.15% | +31.6% |
| Q1 2019 | $499,000 | – | 9,553 | – | 0.12% | – |
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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% |