SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,233 | -54.6% | 2,798 | -54.2% | 0.18% | -37.7% |
| Q1 2023 | $447,393 | -8.1% | 6,115 | -5.1% | 0.28% | -11.6% |
| Q4 2022 | $487,000 | +52.2% | 6,446 | +33.9% | 0.32% | +37.1% |
| Q3 2022 | $320,000 | -10.6% | 4,814 | -3.6% | 0.23% | -3.7% |
| Q2 2022 | $358,000 | +0.8% | 4,995 | +11.0% | 0.24% | +19.3% |
| Q1 2022 | $355,000 | +13.8% | 4,499 | +16.4% | 0.20% | +18.8% |
| Q4 2021 | $312,000 | +11.4% | 3,865 | +2.7% | 0.17% | +1.8% |
| Q3 2021 | $280,000 | -0.4% | 3,765 | +1.5% | 0.17% | -1.8% |
| Q2 2021 | $281,000 | +4.9% | 3,710 | +1.1% | 0.17% | -4.0% |
| Q1 2021 | $268,000 | +5.5% | 3,671 | -7.3% | 0.18% | -2.7% |
| Q4 2020 | $254,000 | -18.8% | 3,959 | -30.0% | 0.18% | -27.2% |
| Q3 2020 | $313,000 | +2.0% | 5,653 | -4.6% | 0.25% | -7.4% |
| Q2 2020 | $307,000 | +15.4% | 5,927 | +0.2% | 0.27% | +0.4% |
| Q1 2020 | $266,000 | -11.9% | 5,918 | +13.5% | 0.27% | 0.0% |
| Q4 2019 | $302,000 | -6.5% | 5,212 | -11.6% | 0.27% | -11.5% |
| Q3 2019 | $323,000 | -9.8% | 5,893 | -12.6% | 0.30% | -20.8% |
| Q2 2019 | $358,000 | -15.6% | 6,739 | -16.8% | 0.38% | -17.2% |
| Q1 2019 | $424,000 | +44.7% | 8,104 | +29.9% | 0.46% | +24.1% |
| Q4 2018 | $293,000 | -25.3% | 6,238 | -15.6% | 0.37% | -12.4% |
| Q3 2018 | $392,000 | – | 7,394 | – | 0.43% | – |
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% |