SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,117,000 | +2382.2% | 14,774 | +2271.4% | 0.00% | – |
| Q1 2021 | $45,000 | -65.1% | 623 | -68.9% | 0.00% | – |
| Q4 2020 | $129,000 | +118.6% | 2,005 | +88.6% | 0.00% | – |
| Q3 2020 | $59,000 | -91.5% | 1,063 | -92.1% | 0.00% | -100.0% |
| Q2 2020 | $692,000 | +343.6% | 13,376 | +369.7% | 0.00% | – |
| Q3 2019 | $156,000 | -32.8% | 2,848 | -34.9% | 0.00% | – |
| Q2 2019 | $232,000 | +42.3% | 4,377 | +42.7% | 0.00% | – |
| Q3 2018 | $163,000 | +918.8% | 3,067 | +804.7% | 0.00% | – |
| Q1 2018 | $16,000 | – | 339 | – | 0.00% | – |
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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% |