SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,407,448 | -10.6% | 46,922 | -9.9% | 1.11% | -15.4% |
| Q1 2023 | $3,811,155 | -0.0% | 52,093 | +3.2% | 1.31% | -14.2% |
| Q4 2022 | $3,813,001 | +12.6% | 50,477 | -0.9% | 1.52% | +10.4% |
| Q3 2022 | $3,385,000 | +9.4% | 50,957 | +18.0% | 1.38% | -0.9% |
| Q2 2022 | $3,095,000 | -4.4% | 43,198 | +5.2% | 1.39% | +29.0% |
| Q1 2022 | $3,238,000 | +0.7% | 41,050 | +3.2% | 1.08% | -4.5% |
| Q4 2021 | $3,216,000 | +4.4% | 39,780 | -4.1% | 1.13% | -22.9% |
| Q3 2021 | $3,079,000 | +14.4% | 41,468 | +16.5% | 1.47% | +6.8% |
| Q2 2021 | $2,691,000 | +53.9% | 35,581 | +48.4% | 1.37% | +7.3% |
| Q1 2021 | $1,749,000 | – | 23,982 | – | 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% |