SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 523 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,125 | -4.5% | 4,892 | -2.0% | 0.01% | 0.0% |
| Q2 2023 | $362,485 | -24.8% | 4,992 | -24.2% | 0.01% | -33.3% |
| Q1 2023 | $482,099 | +75.1% | 6,590 | +80.8% | 0.01% | +71.4% |
| Q4 2022 | $275,268 | +45.6% | 3,644 | +28.1% | 0.01% | +40.0% |
| Q3 2022 | $189,000 | -61.3% | 2,845 | -58.2% | 0.01% | -61.5% |
| Q2 2022 | $488,000 | +398.0% | 6,811 | +447.1% | 0.01% | +550.0% |
| Q1 2022 | $98,000 | -73.7% | 1,245 | -73.0% | 0.00% | -75.0% |
| Q4 2021 | $372,000 | +853.8% | 4,604 | +649.8% | 0.01% | +700.0% |
| Q4 2020 | $39,000 | +14.7% | 614 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $34,000 | +6.2% | 614 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +14.3% | 614 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -22.2% | 614 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $36,000 | -28.0% | 614 | -32.5% | 0.00% | -50.0% |
| Q3 2019 | $50,000 | +4.2% | 910 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $48,000 | -76.4% | 910 | -82.7% | 0.00% | -80.0% |
| Q4 2015 | $203,000 | – | 5,263 | – | 0.01% | – |
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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% |