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 2023 | $2,973,691 | -24.6% | 42,025 | -22.6% | 0.03% | -30.8% |
Q2 2023 | $3,942,898 | -28.2% | 54,295 | -27.6% | 0.04% | -22.0% |
Q1 2023 | $5,490,210 | -31.9% | 75,044 | -29.7% | 0.05% | -89.2% |
Q4 2022 | $8,065,851 | +11.3% | 106,776 | -2.1% | 0.46% | +192.4% |
Q3 2022 | $7,246,000 | +35.6% | 109,070 | +46.2% | 0.16% | +49.1% |
Q2 2022 | $5,345,000 | -6.8% | 74,618 | +2.7% | 0.11% | +12.8% |
Q1 2022 | $5,733,000 | +16.0% | 72,671 | +18.9% | 0.09% | +25.3% |
Q4 2021 | $4,942,000 | +133.9% | 61,135 | +114.8% | 0.08% | +127.3% |
Q3 2021 | $2,113,000 | +161.2% | 28,467 | +165.9% | 0.03% | +175.0% |
Q2 2021 | $809,000 | – | 10,704 | – | 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% |