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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $79,000 | +58.0% | 975 | +45.7% | 0.02% | +53.8% |
| Q3 2021 | $50,000 | -2.0% | 669 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $51,000 | +4.1% | 669 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $49,000 | +96.0% | 669 | +73.3% | 0.01% | +100.0% |
| Q4 2020 | $25,000 | +19.0% | 386 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $21,000 | +5.0% | 386 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $20,000 | +17.6% | 386 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $17,000 | -22.7% | 386 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $22,000 | 0.0% | 386 | -5.6% | 0.01% | -8.3% |
| Q3 2019 | $22,000 | -46.3% | 409 | -47.3% | 0.01% | -47.8% |
| Q2 2019 | $41,000 | +95.2% | 776 | +89.7% | 0.02% | +91.7% |
| Q1 2019 | $21,000 | 0.0% | 409 | -7.0% | 0.01% | -20.0% |
| Q4 2018 | $21,000 | -44.7% | 440 | -39.1% | 0.02% | -37.5% |
| Q3 2018 | $38,000 | -98.6% | 723 | -98.7% | 0.02% | -98.9% |
| Q2 2018 | $2,772,000 | -65.8% | 56,240 | -65.9% | 2.10% | -67.6% |
| Q1 2018 | $8,096,000 | +134833.3% | 165,131 | +137509.2% | 6.49% | +108000.0% |
| Q4 2017 | $6,000 | – | 120 | – | 0.01% | – |
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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% |