SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $406,000 | +69.2% | 5,018 | +55.4% | 0.03% | +50.0% |
| Q3 2021 | $240,000 | +293.4% | 3,230 | +302.7% | 0.02% | +300.0% |
| Q2 2021 | $61,000 | -58.2% | 802 | -59.8% | 0.01% | -61.5% |
| Q1 2021 | $146,000 | +440.7% | 1,995 | +369.4% | 0.01% | +333.3% |
| Q4 2020 | $27,000 | +92.9% | 425 | +78.6% | 0.00% | +50.0% |
| Q4 2019 | $14,000 | -36.4% | 238 | -40.5% | 0.00% | -33.3% |
| Q3 2019 | $22,000 | -51.1% | 400 | -52.9% | 0.00% | -50.0% |
| Q2 2019 | $45,000 | +114.3% | 850 | +112.5% | 0.01% | +100.0% |
| Q1 2019 | $21,000 | +10.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -9.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $21,000 | +5.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $20,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $20,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $20,000 | +5.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $19,000 | -52.5% | 400 | -54.6% | 0.00% | -50.0% |
| Q2 2017 | $40,000 | +122.2% | 882 | +120.5% | 0.01% | +100.0% |
| Q1 2017 | $18,000 | +20.0% | 400 | +14.3% | 0.00% | 0.0% |
| Q4 2016 | $15,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $15,000 | +87.5% | 350 | +75.0% | 0.00% | +200.0% |
| Q1 2015 | $8,000 | – | 200 | – | 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% |