SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $528,000 | +80.8% | 6,697 | +85.7% | 0.02% | +75.0% |
| Q4 2021 | $292,000 | +10.6% | 3,606 | +1.3% | 0.01% | -7.7% |
| Q3 2021 | $264,000 | +13.3% | 3,560 | +15.4% | 0.01% | +8.3% |
| Q2 2021 | $233,000 | -76.2% | 3,085 | +20466.7% | 0.01% | – |
| Q4 2020 | $977,000 | +189.9% | 15 | +150.0% | 0.00% | – |
| Q3 2020 | $337,000 | +4.7% | 6 | -99.9% | 0.00% | -100.0% |
| Q2 2017 | $322,000 | – | 7,147 | – | 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% |