SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $249,000 | +6.0% | 3,743 | +14.3% | 0.14% | +22.4% |
Q2 2022 | $235,000 | -17.0% | 3,276 | -8.5% | 0.12% | -7.2% |
Q1 2022 | $283,000 | -6.6% | 3,582 | -4.4% | 0.12% | -3.1% |
Q4 2021 | $303,000 | +9.0% | 3,748 | +0.2% | 0.13% | +4.0% |
Q3 2021 | $278,000 | +0.4% | 3,740 | +2.1% | 0.12% | +2.5% |
Q2 2021 | $277,000 | +25.3% | 3,662 | +20.7% | 0.12% | +24.7% |
Q1 2021 | $221,000 | – | 3,035 | – | 0.10% | – |
Download |
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% |