SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,591,000 | -1.7% | 32,606 | 0.0% | 0.32% | +3.5% |
| Q4 2021 | $2,636,000 | +8.9% | 32,606 | 0.0% | 0.31% | +1.0% |
| Q3 2021 | $2,421,000 | -1.8% | 32,606 | 0.0% | 0.31% | -1.6% |
| Q2 2021 | $2,466,000 | +1197.9% | 32,606 | +1151.2% | 0.32% | +1115.4% |
| Q1 2021 | $190,000 | +13.8% | 2,606 | 0.0% | 0.03% | +8.3% |
| Q4 2020 | $167,000 | +19.3% | 2,606 | +3.2% | 0.02% | +14.3% |
| Q3 2020 | $140,000 | +6.9% | 2,525 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $131,000 | +14.9% | 2,525 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $114,000 | -32.9% | 2,525 | -13.9% | 0.02% | -19.2% |
| Q4 2019 | $170,000 | +23.2% | 2,933 | +16.2% | 0.03% | +13.0% |
| Q3 2019 | $138,000 | +3.0% | 2,525 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $134,000 | +570.0% | 2,525 | +501.2% | 0.02% | +283.3% |
| Q3 2017 | $20,000 | – | 420 | – | 0.01% | – |
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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% |