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 | $711 | -1.8% | 10,050 | +0.8% | 0.30% | +2.7% |
| Q2 2023 | $724 | +0.7% | 9,973 | +1.5% | 0.29% | -6.1% |
| Q1 2023 | $719 | -2.6% | 9,825 | +0.6% | 0.31% | -9.5% |
| Q4 2022 | $738 | -99.9% | 9,771 | +3.3% | 0.35% | +3.6% |
| Q3 2022 | $628,000 | +3.1% | 9,455 | +11.2% | 0.33% | +7.4% |
| Q2 2022 | $609,000 | +204.5% | 8,506 | +235.0% | 0.31% | +238.0% |
| Q1 2022 | $200,000 | +185.7% | 2,539 | +191.8% | 0.09% | +196.8% |
| Q4 2021 | $70,000 | +337.5% | 870 | +304.7% | 0.03% | +287.5% |
| Q3 2021 | $16,000 | – | 215 | +21400.0% | 0.01% | – |
| Q2 2021 | $0 | -100.0% | 1 | -99.6% | 0.00% | -100.0% |
| Q2 2019 | $12,000 | – | 235 | – | 0.01% | – |
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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% |