SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 523 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $285,397 | +18.2% | 3,930 | +19.1% | 0.07% | +9.7% |
| Q1 2023 | $241,428 | -3.2% | 3,300 | 0.0% | 0.06% | -16.2% |
| Q4 2022 | $249,282 | +13.8% | 3,300 | 0.0% | 0.07% | +7.2% |
| Q3 2022 | $219,000 | -7.2% | 3,300 | 0.0% | 0.07% | +7.8% |
| Q2 2022 | $236,000 | -9.2% | 3,300 | 0.0% | 0.06% | +8.5% |
| Q1 2022 | $260,000 | -2.6% | 3,300 | 0.0% | 0.06% | +5.4% |
| Q4 2021 | $267,000 | +9.0% | 3,300 | 0.0% | 0.06% | -1.8% |
| Q3 2021 | $245,000 | -2.0% | 3,300 | 0.0% | 0.06% | +14.0% |
| Q2 2021 | $250,000 | +3.7% | 3,300 | 0.0% | 0.05% | -3.8% |
| Q1 2021 | $241,000 | +13.7% | 3,300 | 0.0% | 0.05% | +2.0% |
| Q4 2020 | $212,000 | +9.3% | 3,300 | 0.0% | 0.05% | -68.5% |
| Q4 2019 | $194,000 | -4.4% | 3,300 | -10.8% | 0.16% | +29.6% |
| Q3 2019 | $203,000 | +0.5% | 3,700 | -2.6% | 0.12% | +20.2% |
| Q2 2019 | $202,000 | +1.5% | 3,800 | 0.0% | 0.10% | +5.1% |
| Q1 2019 | $199,000 | +1.0% | 3,800 | -9.5% | 0.10% | -10.0% |
| Q4 2018 | $197,000 | – | 4,200 | – | 0.11% | – |
Download | ||||||
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% |