SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,959,910 | +14.1% | 27,698 | +17.1% | 0.02% | +15.4% |
| Q2 2023 | $1,718,334 | -0.7% | 23,662 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $1,731,111 | -7.1% | 23,662 | -4.1% | 0.01% | -6.7% |
| Q4 2022 | $1,863,118 | +18.5% | 24,664 | +4.2% | 0.02% | +7.1% |
| Q3 2022 | $1,572,000 | +1.4% | 23,662 | +9.4% | 0.01% | +7.7% |
| Q2 2022 | $1,550,000 | -9.4% | 21,636 | -0.2% | 0.01% | +8.3% |
| Q1 2022 | $1,711,000 | -1.3% | 21,686 | +1.1% | 0.01% | +9.1% |
| Q4 2021 | $1,734,000 | +117.8% | 21,454 | +100.1% | 0.01% | +83.3% |
| Q3 2021 | $796,000 | +103.1% | 10,719 | +106.9% | 0.01% | +100.0% |
| Q2 2021 | $392,000 | – | 5,181 | – | 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% |