SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $206,011 | -44.3% | 2,722 | -51.1% | 0.07% | -58.4% |
| Q3 2022 | $370,000 | +23.3% | 5,564 | +32.9% | 0.17% | +30.1% |
| Q2 2022 | $300,000 | -99.1% | 4,188 | -99.0% | 0.13% | -98.9% |
| Q1 2022 | $33,030,000 | +0.9% | 418,687 | +3.4% | 12.34% | +30.5% |
| Q4 2021 | $32,745,000 | +17.0% | 405,114 | +7.4% | 9.45% | +14.3% |
| Q3 2021 | $27,998,000 | +81.0% | 377,129 | +84.3% | 8.27% | +77.2% |
| Q2 2021 | $15,471,000 | +30842.0% | 204,586 | +20840.2% | 4.67% | +10506.8% |
| Q2 2020 | $50,000 | +316.7% | 977 | +252.7% | 0.04% | +214.3% |
| Q1 2020 | $12,000 | -25.0% | 277 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $16,000 | – | 277 | – | 0.02% | – |
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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% |