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 | $314,024 | -3.4% | 4,438 | -0.9% | 0.04% | -4.5% |
| Q2 2023 | $325,206 | -28.8% | 4,478 | -28.2% | 0.04% | -34.3% |
| Q1 2023 | $456,564 | +235.7% | 6,241 | +262.0% | 0.07% | +294.1% |
| Q1 2022 | $136,000 | -2.2% | 1,724 | +0.6% | 0.02% | +6.2% |
| Q4 2021 | $139,000 | +10.3% | 1,714 | +0.8% | 0.02% | -5.9% |
| Q3 2021 | $126,000 | +20.0% | 1,701 | +22.5% | 0.02% | +21.4% |
| Q2 2021 | $105,000 | +4.0% | 1,389 | +0.7% | 0.01% | -12.5% |
| Q1 2021 | $101,000 | 0.0% | 1,380 | -12.2% | 0.02% | -5.9% |
| Q4 2020 | $101,000 | +17.4% | 1,571 | +0.8% | 0.02% | +6.2% |
| Q3 2020 | $86,000 | +14.7% | 1,559 | +7.8% | 0.02% | 0.0% |
| Q2 2020 | $75,000 | +15.4% | 1,446 | +0.8% | 0.02% | -5.9% |
| Q1 2020 | $65,000 | +441.7% | 1,435 | +617.5% | 0.02% | +466.7% |
| Q4 2019 | $12,000 | +9.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -18.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | – | 200 | – | 0.00% | – |
Download | ||||||
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% |