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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $109 | 0.0% | 1,495 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $109 | -4.4% | 1,495 | -1.3% | 0.01% | -10.0% |
| Q4 2022 | $114 | -99.9% | 1,515 | -27.3% | 0.01% | -23.1% |
| Q3 2022 | $138,000 | +5.3% | 2,083 | +13.6% | 0.01% | +18.2% |
| Q2 2022 | $131,000 | -37.3% | 1,833 | -30.9% | 0.01% | -31.2% |
| Q1 2022 | $209,000 | +3.5% | 2,651 | +6.3% | 0.02% | +14.3% |
| Q4 2021 | $202,000 | -1.9% | 2,494 | -10.0% | 0.01% | -12.5% |
| Q3 2021 | $206,000 | -53.0% | 2,771 | -52.2% | 0.02% | -54.3% |
| Q2 2021 | $438,000 | +4.0% | 5,795 | +0.3% | 0.04% | -5.4% |
| Q1 2021 | $421,000 | +1007.9% | 5,779 | +741.2% | 0.04% | +825.0% |
| Q3 2020 | $38,000 | -84.0% | 687 | -84.2% | 0.00% | -87.1% |
| Q3 2019 | $238,000 | – | 4,349 | – | 0.03% | – |
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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% |