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 2023 | $5,715,285 | -9.1% | 80,770 | -6.7% | 0.02% | -8.0% |
| Q2 2023 | $6,288,819 | +27.8% | 86,599 | +28.7% | 0.02% | +25.0% |
| Q1 2023 | $4,922,351 | +11.8% | 67,282 | +15.4% | 0.02% | +5.3% |
| Q4 2022 | $4,403,639 | +4.6% | 58,295 | -8.0% | 0.02% | -5.0% |
| Q3 2022 | $4,209,000 | -21.0% | 63,363 | -14.8% | 0.02% | -16.7% |
| Q2 2022 | $5,327,000 | -17.2% | 74,369 | -8.8% | 0.02% | -11.1% |
| Q1 2022 | $6,435,000 | 0.0% | 81,568 | +2.5% | 0.03% | +3.8% |
| Q4 2021 | $6,435,000 | +1.9% | 79,611 | -6.4% | 0.03% | -7.1% |
| Q3 2021 | $6,315,000 | -6.8% | 85,055 | -5.1% | 0.03% | -9.7% |
| Q2 2021 | $6,776,000 | -3.5% | 89,601 | -7.0% | 0.03% | -13.9% |
| Q1 2021 | $7,023,000 | -4.3% | 96,314 | -15.8% | 0.04% | -12.2% |
| Q4 2020 | $7,337,000 | +14.8% | 114,394 | -1.0% | 0.04% | 0.0% |
| Q3 2020 | $6,393,000 | +43.0% | 115,607 | +33.8% | 0.04% | +28.1% |
| Q2 2020 | $4,471,000 | -4.6% | 86,404 | -17.1% | 0.03% | -20.0% |
| Q1 2020 | $4,689,000 | +117125.0% | 104,237 | +142690.4% | 0.04% | – |
| Q3 2019 | $4,000 | -88.2% | 73 | -89.5% | 0.00% | – |
| Q1 2018 | $34,000 | -35.8% | 695 | -33.1% | 0.00% | -100.0% |
| Q4 2017 | $53,000 | +8.2% | 1,039 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $49,000 | +58.1% | 1,039 | +49.5% | 0.00% | – |
| Q2 2017 | $31,000 | 0.0% | 695 | 0.0% | 0.00% | – |
| Q1 2017 | $31,000 | +3.3% | 695 | 0.0% | 0.00% | – |
| Q4 2016 | $30,000 | +3.4% | 695 | 0.0% | 0.00% | – |
| Q3 2016 | $29,000 | -14.7% | 695 | -14.5% | 0.00% | -100.0% |
| Q2 2016 | $34,000 | +3.0% | 813 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $33,000 | -19.5% | 813 | -23.2% | 0.00% | 0.0% |
| Q4 2015 | $41,000 | +412.5% | 1,059 | +356.5% | 0.00% | – |
| Q3 2015 | $8,000 | – | 232 | – | 0.00% | – |
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% |