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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $23,935,000 | +10.7% | 296,111 | +1.7% | 7.26% | -1.8% |
| Q3 2021 | $21,621,000 | +1.7% | 291,229 | +3.6% | 7.40% | +0.2% |
| Q2 2021 | $21,261,000 | +9.4% | 281,157 | +5.5% | 7.38% | -2.9% |
| Q1 2021 | $19,435,000 | +15.8% | 266,522 | +1.8% | 7.60% | +10.8% |
| Q4 2020 | $16,785,000 | +7931.1% | 261,695 | +4.6% | 6.86% | +6899.0% |
| Q3 2020 | $209,000 | -98.4% | 250,262 | -2.3% | 0.10% | -98.6% |
| Q2 2020 | $13,259,000 | +18.0% | 256,210 | +2.6% | 7.23% | -3.5% |
| Q1 2020 | $11,235,000 | +203.6% | 249,777 | +291.0% | 7.50% | +227.5% |
| Q4 2019 | $3,700,000 | +49.5% | 63,885 | +41.4% | 2.29% | +104.1% |
| Q3 2019 | $2,475,000 | +47.0% | 45,189 | +42.4% | 1.12% | +3.8% |
| Q2 2019 | $1,684,000 | +20.8% | 31,731 | +19.0% | 1.08% | +9.3% |
| Q1 2019 | $1,394,000 | +26.2% | 26,658 | +13.3% | 0.99% | +7.6% |
| Q4 2018 | $1,105,000 | +5.1% | 23,522 | +18.7% | 0.92% | +18.0% |
| Q3 2018 | $1,051,000 | +20.8% | 19,822 | +12.4% | 0.78% | +28.1% |
| Q2 2018 | $870,000 | +5.1% | 17,643 | +4.5% | 0.61% | -1.6% |
| Q1 2018 | $828,000 | +14.2% | 16,878 | +19.0% | 0.62% | +11.6% |
| Q4 2017 | $725,000 | +85.9% | 14,178 | +70.3% | 0.55% | +74.2% |
| Q3 2017 | $390,000 | +81.4% | 8,325 | +74.7% | 0.32% | +75.7% |
| Q2 2017 | $215,000 | +246.8% | 4,765 | +245.3% | 0.18% | +341.5% |
| Q1 2017 | $62,000 | – | 1,380 | – | 0.04% | – |
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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% |