SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,663 | -9.7% | 4,235 | -7.3% | 0.02% | -11.5% |
| Q2 2023 | $331,868 | -2.2% | 4,570 | -1.5% | 0.03% | -7.1% |
| Q1 2023 | $339,457 | -3.2% | 4,640 | 0.0% | 0.03% | -9.7% |
| Q4 2022 | $350,500 | +13.8% | 4,640 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $308,000 | +2.0% | 4,640 | +10.1% | 0.03% | +3.3% |
| Q2 2022 | $302,000 | -3.8% | 4,215 | +6.0% | 0.03% | +3.4% |
| Q1 2022 | $314,000 | -2.2% | 3,976 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $321,000 | +13.8% | 3,976 | -0.4% | 0.03% | -14.7% |
| Q3 2021 | $282,000 | +11.0% | 3,993 | +19.0% | 0.03% | +36.0% |
| Q2 2021 | $254,000 | – | 3,356 | – | 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% |