SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $82,000 | -91.2% | 1,142 | -90.3% | 0.06% | -70.6% |
| Q1 2022 | $930,000 | -1.6% | 11,788 | +0.9% | 0.21% | +5.5% |
| Q4 2021 | $945,000 | +1.2% | 11,686 | -7.1% | 0.20% | -4.8% |
| Q3 2021 | $934,000 | -2.9% | 12,577 | -1.1% | 0.21% | -4.1% |
| Q2 2021 | $962,000 | -12.1% | 12,723 | -15.2% | 0.22% | -19.5% |
| Q1 2021 | $1,095,000 | -2.1% | 15,010 | -14.0% | 0.27% | +32.0% |
| Q4 2020 | $1,119,000 | +10.1% | 17,445 | -5.1% | 0.21% | -3.7% |
| Q3 2020 | $1,016,000 | +4.2% | 18,377 | -2.4% | 0.21% | +1.4% |
| Q2 2020 | $975,000 | +22.0% | 18,831 | +6.0% | 0.21% | +1.9% |
| Q1 2020 | $799,000 | -23.5% | 17,761 | -1.6% | 0.21% | -7.2% |
| Q4 2019 | $1,045,000 | +4.1% | 18,047 | -1.5% | 0.22% | +25.3% |
| Q3 2019 | $1,004,000 | -5.9% | 18,329 | -15.3% | 0.18% | -27.0% |
| Q2 2019 | $1,067,000 | +10.8% | 21,641 | +17.5% | 0.24% | +33.3% |
| Q1 2019 | $963,000 | -8.0% | 18,411 | -17.4% | 0.18% | -19.0% |
| Q4 2018 | $1,047,000 | -9.5% | 22,285 | +2.0% | 0.23% | -2.6% |
| Q3 2018 | $1,157,000 | +5.8% | 21,849 | -1.6% | 0.23% | -2.1% |
| Q2 2018 | $1,094,000 | -0.1% | 22,213 | -0.6% | 0.24% | -2.9% |
| Q1 2018 | $1,095,000 | +12.0% | 22,338 | +16.8% | 0.24% | +5.6% |
| Q4 2017 | $978,000 | – | 19,118 | – | 0.23% | – |
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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% |