SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,611 | +3.4% | 36,893 | +6.1% | 0.27% | +7.9% |
| Q2 2023 | $2,526 | +10.4% | 34,777 | +11.2% | 0.25% | -13.4% |
| Q1 2023 | $2,288 | +841.6% | 31,278 | +872.0% | 0.29% | +812.5% |
| Q4 2022 | $243 | -100.0% | 3,218 | -87.6% | 0.03% | -89.7% |
| Q4 2017 | $1,331,000 | +55.3% | 26,017 | +42.0% | 0.31% | +43.3% |
| Q3 2017 | $857,000 | +104.5% | 18,318 | +96.9% | 0.22% | +93.8% |
| Q2 2017 | $419,000 | +45.0% | 9,301 | +43.4% | 0.11% | +36.6% |
| Q1 2017 | $289,000 | – | 6,485 | – | 0.08% | – |
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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% |