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 | $4,816,613 | +6.1% | 68,070 | +8.9% | 0.79% | +6.5% |
| Q2 2023 | $4,540,328 | +2.7% | 62,522 | +3.4% | 0.74% | -9.8% |
| Q1 2023 | $4,422,751 | +102.7% | 60,453 | +109.3% | 0.82% | +86.3% |
| Q4 2022 | $2,181,746 | +47.2% | 28,882 | +29.5% | 0.44% | +37.6% |
| Q3 2022 | $1,482,000 | +49.7% | 22,303 | +61.4% | 0.32% | +47.7% |
| Q2 2022 | $990,000 | -2.1% | 13,817 | +7.8% | 0.22% | +14.9% |
| Q1 2022 | $1,011,000 | -64.4% | 12,812 | -63.5% | 0.19% | -63.9% |
| Q4 2021 | $2,836,000 | +9.8% | 35,091 | +0.9% | 0.52% | +2.2% |
| Q3 2021 | $2,582,000 | -3.1% | 34,773 | -1.3% | 0.51% | -6.2% |
| Q2 2021 | $2,665,000 | +5.2% | 35,245 | +1.4% | 0.54% | -8.4% |
| Q1 2021 | $2,534,000 | +15.4% | 34,750 | +1.5% | 0.59% | +13.8% |
| Q4 2020 | $2,196,000 | +17.6% | 34,238 | +1.4% | 0.52% | -9.8% |
| Q3 2020 | $1,867,000 | +4.2% | 33,770 | -2.4% | 0.58% | -9.7% |
| Q2 2020 | $1,791,000 | +29.2% | 34,605 | +12.3% | 0.64% | -25.4% |
| Q1 2020 | $1,386,000 | +89.9% | 30,823 | +144.5% | 0.86% | +96.6% |
| Q4 2019 | $730,000 | – | 12,609 | – | 0.44% | – |
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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% |