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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $678,625 | -11.9% | 8,914 | -18.1% | 0.02% | -20.7% |
| Q3 2023 | $770,366 | -2.3% | 10,887 | +0.3% | 0.03% | 0.0% |
| Q2 2023 | $788,323 | -0.4% | 10,855 | +0.3% | 0.03% | -6.5% |
| Q1 2023 | $791,882 | +76262.8% | 10,823 | -21.1% | 0.03% | -27.9% |
| Q4 2022 | $1,037 | -99.8% | 13,722 | +81.2% | 0.04% | +87.0% |
| Q3 2022 | $503,000 | -7.4% | 7,573 | -0.0% | 0.02% | 0.0% |
| Q2 2022 | $543,000 | +104.9% | 7,575 | +125.8% | 0.02% | +155.6% |
| Q1 2022 | $265,000 | -4.3% | 3,355 | -1.9% | 0.01% | 0.0% |
| Q4 2021 | $277,000 | +9.9% | 3,421 | +0.8% | 0.01% | 0.0% |
| Q3 2021 | $252,000 | -0.8% | 3,394 | +1.0% | 0.01% | 0.0% |
| Q2 2021 | $254,000 | +4.5% | 3,359 | +0.7% | 0.01% | 0.0% |
| Q1 2021 | $243,000 | +14.1% | 3,336 | +0.7% | 0.01% | 0.0% |
| Q4 2020 | $213,000 | -12.7% | 3,313 | -38.9% | 0.01% | -35.7% |
| Q1 2020 | $244,000 | -17.0% | 5,418 | +6.7% | 0.01% | +7.7% |
| Q4 2019 | $294,000 | +18.5% | 5,079 | +12.2% | 0.01% | +8.3% |
| Q3 2019 | $248,000 | +15.9% | 4,525 | +12.4% | 0.01% | +20.0% |
| Q2 2019 | $214,000 | +1.4% | 4,027 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $211,000 | -45.1% | 4,027 | -48.3% | 0.01% | -58.3% |
| Q2 2018 | $384,000 | +0.5% | 7,788 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $382,000 | – | 7,788 | – | 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% |