SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $621,762 | -4.3% | 8,787 | -1.8% | 0.02% | -8.7% |
| Q2 2023 | $649,652 | -1.2% | 8,946 | -0.5% | 0.02% | -4.2% |
| Q1 2023 | $657,702 | -3.1% | 8,990 | +0.1% | 0.02% | -7.7% |
| Q4 2022 | $678,569 | +8.9% | 8,983 | -4.2% | 0.03% | 0.0% |
| Q3 2022 | $623,000 | -7.3% | 9,380 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $672,000 | -4.1% | 9,380 | +5.6% | 0.03% | +8.3% |
| Q1 2022 | $701,000 | -2.4% | 8,880 | 0.0% | 0.02% | +4.3% |
| Q4 2021 | $718,000 | +200.4% | 8,880 | +176.0% | 0.02% | +187.5% |
| Q3 2021 | $239,000 | +12.2% | 3,217 | +14.0% | 0.01% | +14.3% |
| Q2 2021 | $213,000 | +3.4% | 2,822 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $206,000 | +1.5% | 2,822 | -11.0% | 0.01% | -11.1% |
| Q4 2020 | $203,000 | -58.2% | 3,170 | -62.2% | 0.01% | -66.7% |
| Q4 2019 | $486,000 | +5.7% | 8,393 | 0.0% | 0.03% | -3.6% |
| Q3 2019 | $460,000 | +3.4% | 8,393 | 0.0% | 0.03% | +3.7% |
| Q2 2019 | $445,000 | +2.5% | 8,393 | +1.2% | 0.03% | 0.0% |
| Q1 2019 | $434,000 | – | 8,293 | – | 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% |