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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,354,036 | -5.5% | 33,268 | -3.0% | 0.82% | -3.2% |
| Q2 2023 | $2,490,419 | +942.0% | 34,294 | +748.2% | 0.85% | +403.0% |
| Q4 2019 | $239,000 | +8.1% | 4,043 | 0.0% | 0.17% | +1.8% |
| Q3 2019 | $221,000 | -48.5% | 4,043 | -48.8% | 0.17% | -48.1% |
| Q2 2019 | $429,000 | +3.9% | 7,899 | 0.0% | 0.32% | +2.2% |
| Q1 2019 | $413,000 | -50.4% | 7,899 | -53.9% | 0.31% | -54.5% |
| Q4 2018 | $833,000 | -3.1% | 17,144 | 0.0% | 0.69% | -10.8% |
| Q3 2018 | $860,000 | +1.8% | 17,144 | 0.0% | 0.77% | -7.6% |
| Q2 2018 | $845,000 | +0.5% | 17,144 | 0.0% | 0.83% | -0.4% |
| Q1 2018 | $841,000 | -2.1% | 17,144 | +2.1% | 0.84% | +11.0% |
| Q4 2017 | $859,000 | – | 16,788 | – | 0.75% | – |
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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% |