SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,781,000 | +15.9% | 53,752 | +0.7% | 1.33% | +0.6% |
| Q1 2020 | $2,400,000 | -64.7% | 53,359 | -54.5% | 1.32% | +1.8% |
| Q4 2019 | $6,794,000 | +144.8% | 117,326 | +131.6% | 1.30% | +14.1% |
| Q3 2019 | $2,775,000 | +11.4% | 50,664 | +7.9% | 1.14% | +2.2% |
| Q2 2019 | $2,490,000 | +3.5% | 46,937 | +2.0% | 1.11% | +0.8% |
| Q1 2019 | $2,405,000 | -33.5% | 46,012 | -40.2% | 1.10% | +13.3% |
| Q4 2018 | $3,614,000 | +17.7% | 76,980 | +32.8% | 0.97% | +27.7% |
| Q3 2018 | $3,070,000 | +22.6% | 57,946 | +14.0% | 0.76% | +20.3% |
| Q2 2018 | $2,504,000 | +952.1% | 50,818 | +946.3% | 0.63% | +411.3% |
| Q1 2018 | $238,000 | – | 4,857 | – | 0.12% | – |
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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% |