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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,904 | -2.6% | 762 | 0.0% | 0.03% | +4.0% |
| Q2 2023 | $55,321 | -0.7% | 762 | 0.0% | 0.02% | -7.4% |
| Q1 2023 | $55,732 | -31.0% | 762 | -28.8% | 0.03% | -34.1% |
| Q4 2022 | $80,820 | -55.6% | 1,070 | -60.9% | 0.04% | -56.8% |
| Q3 2022 | $182,000 | -7.1% | 2,740 | 0.0% | 0.10% | -1.0% |
| Q2 2022 | $196,000 | -81.5% | 2,740 | -79.6% | 0.10% | -78.1% |
| Q1 2022 | $1,058,000 | -2.2% | 13,417 | +0.3% | 0.44% | +3.1% |
| Q4 2021 | $1,082,000 | +59.8% | 13,381 | +46.8% | 0.43% | +40.6% |
| Q3 2021 | $677,000 | -1.5% | 9,118 | +0.3% | 0.30% | -7.3% |
| Q2 2021 | $687,000 | +69.2% | 9,090 | +63.4% | 0.33% | +46.0% |
| Q1 2021 | $406,000 | +427.3% | 5,564 | +363.7% | 0.22% | +433.3% |
| Q4 2020 | $77,000 | – | 1,200 | – | 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% |