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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,314,000 | +2.2% | 67,355 | +4.7% | 3.98% | +6.4% |
| Q4 2021 | $5,201,000 | +11.8% | 64,344 | +2.6% | 3.74% | +2.8% |
| Q3 2021 | $4,654,000 | -4.6% | 62,690 | -2.8% | 3.64% | +9.3% |
| Q2 2021 | $4,876,000 | +8.1% | 64,483 | +4.3% | 3.33% | -4.7% |
| Q1 2021 | $4,510,000 | +1582.8% | 61,844 | +1382.7% | 3.49% | +1297.6% |
| Q4 2020 | $268,000 | +145.9% | 4,171 | +72.6% | 0.25% | +28.2% |
| Q1 2020 | $109,000 | -50.0% | 2,417 | -35.8% | 0.20% | -0.5% |
| Q4 2019 | $218,000 | – | 3,762 | – | 0.20% | – |
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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% |