SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $490,000 | +7.5% | 6,058 | -1.3% | 0.08% | -4.9% |
| Q3 2021 | $456,000 | 0.0% | 6,137 | +1.8% | 0.08% | -1.2% |
| Q2 2021 | $456,000 | +2.5% | 6,030 | -1.2% | 0.08% | -5.7% |
| Q1 2021 | $445,000 | +14.4% | 6,102 | +0.7% | 0.09% | +8.6% |
| Q4 2020 | $389,000 | +17.9% | 6,060 | +1.5% | 0.08% | +237.5% |
| Q3 2020 | $330,000 | +8.9% | 5,971 | +1.9% | 0.02% | +4.3% |
| Q2 2020 | $303,000 | +4.5% | 5,857 | -9.1% | 0.02% | -32.4% |
| Q1 2020 | $290,000 | -31.6% | 6,441 | -12.0% | 0.03% | -68.8% |
| Q4 2019 | $424,000 | +6.3% | 7,322 | +0.4% | 0.11% | 0.0% |
| Q3 2019 | $399,000 | +1.3% | 7,290 | -1.9% | 0.11% | -1.8% |
| Q2 2019 | $394,000 | +4.0% | 7,433 | +2.6% | 0.11% | 0.0% |
| Q1 2019 | $379,000 | +18.1% | 7,243 | +5.9% | 0.11% | +4.7% |
| Q4 2018 | $321,000 | -10.1% | 6,838 | +1.5% | 0.11% | -2.8% |
| Q3 2018 | $357,000 | +17.4% | 6,737 | +9.3% | 0.11% | +6.9% |
| Q2 2018 | $304,000 | +3.8% | 6,162 | +3.2% | 0.10% | +1.0% |
| Q1 2018 | $293,000 | -2.7% | 5,969 | +1.5% | 0.10% | -1.9% |
| Q4 2017 | $301,000 | +6.7% | 5,878 | -2.5% | 0.10% | +1.0% |
| Q3 2017 | $282,000 | +29.4% | 6,029 | +24.8% | 0.10% | +24.4% |
| Q2 2017 | $218,000 | – | 4,830 | – | 0.08% | – |
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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% |