SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,597 | -2.0% | 4,517 | +0.5% | 0.05% | -3.8% |
| Q2 2023 | $326,281 | -27.7% | 4,493 | -27.1% | 0.05% | -56.3% |
| Q1 2023 | $451,014 | +14824.4% | 6,165 | +15312.5% | 0.12% | +11800.0% |
| Q4 2022 | $3,022 | +0.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -88.5% | 40 | -89.0% | 0.00% | -91.7% |
| Q2 2022 | $26,000 | +766.7% | 365 | +812.5% | 0.01% | +1100.0% |
| Q1 2022 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | -40.0% | 40 | -44.4% | 0.00% | -66.7% |
| Q3 2021 | $5,000 | -90.4% | 72 | -92.0% | 0.00% | -90.6% |
| Q4 2019 | $52,000 | – | 900 | – | 0.03% | – |
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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% |