SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $672,699 | -2.3% | 9,507 | +0.3% | 0.05% | 0.0% |
| Q2 2023 | $688,656 | +125.5% | 9,483 | +127.2% | 0.05% | +108.7% |
| Q1 2023 | $305,370 | +10.1% | 4,174 | +13.6% | 0.02% | +4.5% |
| Q4 2022 | $277,458 | -28.3% | 3,673 | -37.0% | 0.02% | -31.2% |
| Q3 2022 | $387,000 | -6.1% | 5,828 | +1.3% | 0.03% | -3.0% |
| Q2 2022 | $412,000 | -11.4% | 5,752 | -2.4% | 0.03% | +6.5% |
| Q1 2022 | $465,000 | -0.2% | 5,891 | +2.3% | 0.03% | +3.3% |
| Q4 2021 | $466,000 | +38.7% | 5,761 | +27.2% | 0.03% | +36.4% |
| Q3 2021 | $336,000 | +27.8% | 4,529 | +30.3% | 0.02% | +15.8% |
| Q2 2021 | $263,000 | -2.2% | 3,475 | -5.8% | 0.02% | -9.5% |
| Q1 2021 | $269,000 | +13.5% | 3,690 | 0.0% | 0.02% | +10.5% |
| Q4 2020 | $237,000 | +16.2% | 3,690 | 0.0% | 0.02% | -9.5% |
| Q3 2020 | $204,000 | -6.4% | 3,690 | -2.0% | 0.02% | -8.7% |
| Q4 2019 | $218,000 | +5.8% | 3,765 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $206,000 | +3.0% | 3,765 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $200,000 | – | 3,765 | – | 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% |