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 2022 | $207,000 | -4.6% | 2,890 | +4.6% | 0.23% | +51.0% |
| Q1 2022 | $217,000 | -42.1% | 2,763 | -40.5% | 0.16% | -42.4% |
| Q4 2021 | $375,000 | +32.5% | 4,646 | +21.9% | 0.27% | +41.6% |
| Q3 2021 | $283,000 | +17.9% | 3,812 | +19.8% | 0.19% | +4.4% |
| Q2 2021 | $240,000 | -19.2% | 3,182 | -44.7% | 0.18% | -47.4% |
| Q2 2020 | $297,000 | -63.8% | 5,751 | -59.5% | 0.35% | -59.7% |
| Q4 2019 | $821,000 | +12.6% | 14,190 | +6.6% | 0.86% | +1.1% |
| Q3 2019 | $729,000 | +8.2% | 13,313 | +4.7% | 0.85% | +4.2% |
| Q2 2019 | $674,000 | -7.3% | 12,713 | -8.6% | 0.82% | -10.6% |
| Q1 2019 | $727,000 | +42.8% | 13,914 | +28.2% | 0.91% | +20.4% |
| Q4 2018 | $509,000 | -48.2% | 10,856 | -39.6% | 0.76% | -32.5% |
| Q3 2018 | $983,000 | +21.4% | 17,981 | +9.3% | 1.12% | +4.4% |
| Q2 2018 | $810,000 | -99.9% | 16,446 | +15.5% | 1.08% | +18.5% |
| Q1 2018 | $689,780,000 | -27.8% | 14,245 | -23.7% | 0.91% | -24.1% |
| Q4 2017 | $955,775,000 | – | 18,678 | – | 1.20% | – |
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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% |