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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $141,000 | +13.7% | 1,932 | 0.0% | 0.07% | +2.9% |
| Q4 2020 | $124,000 | +15.9% | 1,932 | 0.0% | 0.07% | +4.5% |
| Q3 2020 | $107,000 | +7.0% | 1,932 | 0.0% | 0.07% | +4.7% |
| Q2 2020 | $100,000 | +14.9% | 1,932 | 0.0% | 0.06% | 0.0% |
| Q1 2020 | $87,000 | -22.3% | 1,932 | 0.0% | 0.06% | -9.9% |
| Q4 2019 | $112,000 | -2.6% | 1,932 | -8.3% | 0.07% | -6.6% |
| Q3 2019 | $115,000 | +2.7% | 2,107 | 0.0% | 0.08% | +2.7% |
| Q2 2019 | $112,000 | +1.8% | 2,107 | 0.0% | 0.07% | -1.3% |
| Q1 2019 | $110,000 | +11.1% | 2,107 | 0.0% | 0.08% | -3.8% |
| Q4 2018 | $99,000 | -11.6% | 2,107 | 0.0% | 0.08% | -4.9% |
| Q3 2018 | $112,000 | – | 2,107 | – | 0.08% | – |
Download | ||||||
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% |