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 | $226,432 | -2.6% | 3,200 | 0.0% | 0.05% | +19.0% |
| Q2 2023 | $232,384 | -0.7% | 3,200 | 0.0% | 0.04% | -34.4% |
| Q1 2023 | $234,112 | -3.2% | 3,200 | 0.0% | 0.06% | +18.5% |
| Q4 2022 | $241,728 | +13.5% | 3,200 | 0.0% | 0.05% | -25.0% |
| Q3 2022 | $213,000 | -7.0% | 3,200 | 0.0% | 0.07% | +41.2% |
| Q2 2022 | $229,000 | -9.1% | 3,200 | 0.0% | 0.05% | +41.7% |
| Q1 2022 | $252,000 | -2.7% | 3,200 | 0.0% | 0.04% | +2.9% |
| Q4 2021 | $259,000 | +8.8% | 3,200 | 0.0% | 0.04% | +2.9% |
| Q3 2021 | $238,000 | -10.2% | 3,200 | -8.6% | 0.03% | -5.6% |
| Q2 2021 | $265,000 | +3.9% | 3,500 | 0.0% | 0.04% | -2.7% |
| Q1 2021 | $255,000 | +12.3% | 3,500 | -1.1% | 0.04% | +19.4% |
| Q4 2020 | $227,000 | +3.2% | 3,540 | -6.8% | 0.03% | 0.0% |
| Q4 2019 | $220,000 | +5.8% | 3,800 | 0.0% | 0.03% | -8.8% |
| Q3 2019 | $208,000 | – | 3,800 | – | 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% |