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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,155,075 | +11.4% | 383,763 | +14.3% | 1.25% | +14.4% |
| Q2 2023 | $24,374,194 | +14.8% | 335,640 | +15.6% | 1.09% | +19.4% |
| Q1 2023 | $21,234,042 | +24.4% | 290,241 | +28.5% | 0.91% | +12.0% |
| Q4 2022 | $17,066,922 | +24.9% | 225,932 | +9.8% | 0.82% | +4.6% |
| Q3 2022 | $13,663,000 | +86.2% | 205,681 | +100.8% | 0.78% | +75.5% |
| Q2 2022 | $7,336,000 | +19727.0% | 102,413 | +20099.8% | 0.44% | +14700.0% |
| Q1 2021 | $37,000 | +19.4% | 507 | -27.2% | 0.00% | -40.0% |
| Q1 2020 | $31,000 | +416.7% | 696 | +589.1% | 0.01% | +400.0% |
| Q4 2019 | $6,000 | – | 101 | +27.8% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 79 | +1.3% | 0.00% | -100.0% |
| Q4 2017 | $4,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | – | 78 | – | 0.00% | – |
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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% |