SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,522,350 | -43.9% | 290,027 | -42.4% | 0.45% | -31.8% |
| Q2 2023 | $36,594,075 | -56.0% | 503,911 | -55.6% | 0.66% | -43.1% |
| Q1 2023 | $83,123,221 | -16.7% | 1,136,184 | -14.0% | 1.16% | -13.7% |
| Q4 2022 | $99,768,024 | +22.4% | 1,320,731 | +7.7% | 1.35% | +13.2% |
| Q3 2022 | $81,492,000 | +1.0% | 1,226,730 | +8.9% | 1.19% | -4.1% |
| Q2 2022 | $80,710,000 | +4197.7% | 1,126,756 | +4631.7% | 1.24% | +4864.0% |
| Q1 2022 | $1,878,000 | -1.8% | 23,813 | +0.6% | 0.02% | -19.4% |
| Q4 2021 | $1,913,000 | +12.3% | 23,668 | +3.1% | 0.03% | +40.9% |
| Q3 2021 | $1,704,000 | +8.8% | 22,959 | +10.9% | 0.02% | +10.0% |
| Q2 2021 | $1,566,000 | +18.9% | 20,709 | +14.7% | 0.02% | +11.1% |
| Q1 2021 | $1,317,000 | +42.2% | 18,059 | +25.1% | 0.02% | +28.6% |
| Q4 2020 | $926,000 | +180.6% | 14,439 | +153.7% | 0.01% | +133.3% |
| Q4 2019 | $330,000 | -9.3% | 5,692 | -14.4% | 0.01% | -14.3% |
| Q3 2019 | $364,000 | +21.7% | 6,647 | +18.1% | 0.01% | -30.0% |
| Q2 2019 | $299,000 | – | 5,626 | – | 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% |