SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,977 | -2.6% | 3,839 | +5.5% | 0.02% | +4.2% |
| Q2 2023 | $271,085 | -56.6% | 3,639 | -57.4% | 0.02% | -64.2% |
| Q1 2023 | $624,782 | +77.8% | 8,540 | +89.0% | 0.07% | +15.5% |
| Q4 2022 | $351,315 | +68.1% | 4,519 | +51.4% | 0.06% | -34.8% |
| Q3 2022 | $209,000 | -2.3% | 2,984 | -0.5% | 0.09% | -4.3% |
| Q2 2022 | $214,000 | -10.8% | 2,999 | -0.9% | 0.09% | 0.0% |
| Q1 2022 | $240,000 | +0.4% | 3,026 | -0.3% | 0.09% | -7.0% |
| Q4 2021 | $239,000 | -17.6% | 3,035 | -46.2% | 0.10% | -43.5% |
| Q2 2020 | $290,000 | +8.2% | 5,637 | +1.5% | 0.18% | -11.5% |
| Q1 2020 | $268,000 | -15.7% | 5,555 | +2.2% | 0.20% | -3.8% |
| Q4 2019 | $318,000 | +10.8% | 5,438 | +0.0% | 0.21% | -12.2% |
| Q3 2019 | $287,000 | -1.0% | 5,437 | +0.0% | 0.24% | -14.7% |
| Q2 2019 | $290,000 | +0.3% | 5,435 | +0.0% | 0.28% | -10.6% |
| Q1 2019 | $289,000 | +13.3% | 5,434 | +0.0% | 0.31% | -8.0% |
| Q4 2018 | $255,000 | – | 5,433 | – | 0.34% | – |
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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% |