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 | $23,203,124 | -2.9% | 327,913 | -0.3% | 0.33% | -2.9% |
| Q2 2023 | $23,887,114 | +16.8% | 328,933 | +17.7% | 0.34% | +4.9% |
| Q1 2023 | $20,444,269 | -2.7% | 279,446 | +0.5% | 0.33% | -10.7% |
| Q4 2022 | $21,006,088 | +54.9% | 278,079 | +36.2% | 0.37% | +38.1% |
| Q3 2022 | $13,558,000 | +44.2% | 204,097 | +55.5% | 0.26% | +48.0% |
| Q2 2022 | $9,399,000 | +19.1% | 131,219 | +31.1% | 0.18% | +38.8% |
| Q1 2022 | $7,894,000 | +46.2% | 100,065 | +49.8% | 0.13% | +51.8% |
| Q4 2021 | $5,399,000 | +0.2% | 66,791 | -8.0% | 0.08% | -7.6% |
| Q3 2021 | $5,389,000 | -1.1% | 72,593 | +0.7% | 0.09% | -2.1% |
| Q2 2021 | $5,450,000 | +22.6% | 72,070 | +18.2% | 0.09% | 0.0% |
| Q1 2021 | $4,445,000 | +35.4% | 60,955 | +19.1% | 0.09% | +25.3% |
| Q4 2020 | $3,282,000 | +130.8% | 51,167 | +99.0% | 0.08% | +102.7% |
| Q3 2020 | $1,422,000 | +35.7% | 25,708 | +27.0% | 0.04% | +23.3% |
| Q2 2020 | $1,048,000 | +37.5% | 20,245 | +19.6% | 0.03% | +11.1% |
| Q1 2020 | $762,000 | +11.4% | 16,934 | +43.3% | 0.03% | +35.0% |
| Q4 2019 | $684,000 | – | 11,817 | – | 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% |