SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,916,750 | -1.6% | 111,882 | +1.0% | 5.00% | -3.9% |
| Q2 2023 | $8,043,159 | -1.9% | 110,757 | -0.4% | 5.21% | -4.1% |
| Q1 2023 | $8,197,865 | +0.3% | 111,173 | +2.8% | 5.43% | +1.6% |
| Q4 2022 | $8,170,492 | +13.2% | 108,161 | -0.4% | 5.34% | +15.2% |
| Q3 2022 | $7,215,000 | -7.5% | 108,605 | -0.2% | 4.64% | -2.7% |
| Q2 2022 | $7,797,000 | +0.4% | 108,844 | +10.6% | 4.77% | +13.3% |
| Q1 2022 | $7,764,000 | +19.5% | 98,420 | +22.4% | 4.21% | +25.9% |
| Q4 2021 | $6,498,000 | +19.0% | 80,389 | +9.3% | 3.34% | +8.7% |
| Q3 2021 | $5,462,000 | +7.4% | 73,574 | +9.4% | 3.08% | +3.6% |
| Q2 2021 | $5,086,000 | +29.7% | 67,262 | +25.1% | 2.97% | +21.7% |
| Q1 2021 | $3,921,000 | +46.0% | 53,767 | +28.4% | 2.44% | +38.8% |
| Q4 2020 | $2,686,000 | +36.8% | 41,877 | +17.9% | 1.76% | +28.4% |
| Q3 2020 | $1,964,000 | +9.3% | 35,508 | +2.2% | 1.37% | +7.0% |
| Q2 2020 | $1,797,000 | +10.8% | 34,727 | -3.7% | 1.28% | +9.5% |
| Q1 2020 | $1,622,000 | -19.0% | 36,050 | +4.2% | 1.17% | -8.8% |
| Q4 2019 | $2,003,000 | – | 34,582 | – | 1.28% | – |
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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% |