SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592,359 | +0.3% | 8,372 | +3.0% | 0.05% | 0.0% |
| Q2 2023 | $590,372 | +4.3% | 8,129 | +5.1% | 0.05% | -3.8% |
| Q1 2023 | $565,771 | -5.4% | 7,733 | -2.4% | 0.05% | -11.9% |
| Q4 2022 | $598,323 | +7.8% | 7,921 | -5.2% | 0.06% | -3.3% |
| Q3 2022 | $555,000 | -92.7% | 8,352 | -92.1% | 0.06% | -92.5% |
| Q2 2022 | $7,607,000 | -0.9% | 106,197 | +9.2% | 0.82% | +9.2% |
| Q1 2022 | $7,674,000 | -97.6% | 97,269 | +2405.0% | 0.75% | +2309.7% |
| Q4 2021 | $313,901,000 | +118353.2% | 3,883 | +8.9% | 0.03% | -8.8% |
| Q3 2021 | $265,000 | – | 3,565 | – | 0.03% | – |
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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% |