SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,504 | -2.0% | 3,031 | +0.5% | 0.07% | +1.4% |
| Q2 2023 | $218,985 | -0.2% | 3,015 | +0.5% | 0.07% | -4.1% |
| Q1 2023 | $219,450 | -2.7% | 3,000 | +0.5% | 0.07% | -5.2% |
| Q4 2022 | $225,518 | +6.4% | 2,985 | +1.0% | 0.08% | +6.9% |
| Q2 2022 | $212,000 | -8.6% | 2,955 | +0.5% | 0.07% | +7.5% |
| Q1 2022 | $232,000 | -2.1% | 2,939 | +0.4% | 0.07% | 0.0% |
| Q4 2021 | $237,000 | +9.7% | 2,928 | +0.4% | 0.07% | +1.5% |
| Q3 2021 | $216,000 | -1.4% | 2,915 | +0.4% | 0.07% | -1.5% |
| Q2 2021 | $219,000 | +3.8% | 2,903 | +0.4% | 0.07% | -4.3% |
| Q1 2021 | $211,000 | -9.1% | 2,891 | -27.8% | 0.07% | -29.3% |
| Q4 2019 | $232,000 | – | 4,005 | – | 0.10% | – |
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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% |