SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $41,028,000 | +24.0% | 507,580 | +13.9% | 4.23% | +12.0% |
| Q3 2021 | $33,075,000 | +11.0% | 445,511 | +13.0% | 3.78% | +10.7% |
| Q2 2021 | $29,801,000 | +20.7% | 394,094 | +16.4% | 3.41% | +14.8% |
| Q1 2021 | $24,693,000 | +48.7% | 338,637 | +30.8% | 2.97% | +31.0% |
| Q4 2020 | $16,609,000 | +30.9% | 258,945 | +12.8% | 2.27% | +9.7% |
| Q3 2020 | $12,691,000 | +5.6% | 229,486 | -1.2% | 2.07% | -0.5% |
| Q2 2020 | $12,023,000 | +10.1% | 232,335 | -4.3% | 2.08% | -9.9% |
| Q1 2020 | $10,920,000 | -1.3% | 242,778 | +27.1% | 2.31% | +29.7% |
| Q4 2019 | $11,068,000 | +29.4% | 191,083 | +22.4% | 1.78% | +19.2% |
| Q3 2019 | $8,553,000 | +55.8% | 156,149 | +50.9% | 1.49% | +56.9% |
| Q2 2019 | $5,491,000 | +58.9% | 103,462 | +56.6% | 0.95% | +53.1% |
| Q1 2019 | $3,455,000 | +124.2% | 66,079 | +101.3% | 0.62% | +92.3% |
| Q4 2018 | $1,541,000 | +375.6% | 32,822 | +436.7% | 0.32% | +447.5% |
| Q3 2018 | $324,000 | – | 6,116 | – | 0.06% | – |
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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% |