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 | $12,414,007 | -2.9% | 175,438 | -0.3% | 0.57% | -1.2% |
| Q2 2023 | $12,784,278 | +1.3% | 176,043 | +2.0% | 0.58% | -3.8% |
| Q1 2023 | $12,625,107 | +93920.8% | 172,568 | -2.9% | 0.60% | +0.2% |
| Q4 2022 | $13,428 | -99.9% | 177,755 | +1.1% | 0.60% | +8.5% |
| Q3 2022 | $11,684,000 | -2.8% | 175,896 | +4.8% | 0.55% | +5.3% |
| Q2 2022 | $12,021,000 | -27.2% | 167,820 | -19.8% | 0.53% | -9.0% |
| Q1 2022 | $16,513,000 | -18.2% | 209,310 | -16.2% | 0.58% | -11.2% |
| Q4 2021 | $20,178,000 | +4.4% | 249,643 | -4.1% | 0.65% | +66.9% |
| Q3 2021 | $19,325,000 | +6.4% | 260,320 | +8.4% | 0.39% | -43.0% |
| Q2 2021 | $18,167,000 | +6.6% | 240,248 | +2.8% | 0.68% | -1.7% |
| Q1 2021 | $17,046,000 | – | 233,761 | – | 0.70% | – |
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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% |