SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,219,064 | -13.4% | 116,154 | -11.1% | 3.42% | -13.2% |
| Q2 2023 | $9,485,603 | +96327.8% | 130,620 | -2.9% | 3.95% | -12.1% |
| Q1 2023 | $9,837 | -2.6% | 134,456 | +0.6% | 4.49% | -8.3% |
| Q4 2022 | $10,096 | -99.8% | 133,651 | +54.6% | 4.90% | +6.4% |
| Q3 2022 | $5,744,000 | -42.7% | 86,466 | -38.2% | 4.60% | +10.8% |
| Q2 2022 | $10,016,000 | -7.7% | 139,831 | +1.7% | 4.15% | -1.0% |
| Q1 2022 | $10,851,000 | +7.1% | 137,546 | +9.7% | 4.19% | -5.2% |
| Q4 2021 | $10,131,000 | +27.3% | 125,341 | +17.0% | 4.42% | +20.9% |
| Q3 2021 | $7,956,000 | +2.5% | 107,162 | +4.4% | 3.66% | -2.0% |
| Q2 2021 | $7,760,000 | +11.6% | 102,612 | +7.6% | 3.73% | +18.3% |
| Q1 2021 | $6,954,000 | +18.7% | 95,365 | +4.5% | 3.16% | +17.3% |
| Q4 2020 | $5,860,000 | +18.7% | 91,240 | +2.2% | 2.69% | -2.9% |
| Q3 2020 | $4,937,000 | +5.9% | 89,284 | -0.9% | 2.77% | -4.3% |
| Q2 2020 | $4,664,000 | -2.1% | 90,133 | +9.6% | 2.89% | -6.6% |
| Q4 2019 | $4,763,000 | – | 82,242 | – | 3.10% | – |
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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% |