SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,904,474 | +107981.2% | 83,444 | +10.9% | 1.28% | +46.1% |
| Q2 2023 | $5,463 | +25.0% | 75,222 | +25.9% | 0.88% | +22.6% |
| Q1 2023 | $4,370 | +6.2% | 59,730 | +9.7% | 0.72% | -7.1% |
| Q4 2022 | $4,114 | -99.9% | 54,468 | -34.7% | 0.77% | -39.9% |
| Q3 2022 | $5,904,474 | +95.5% | 83,444 | +100.2% | 1.28% | +89.7% |
| Q2 2022 | $3,020,000 | +252.0% | 41,675 | +285.6% | 0.68% | +289.1% |
| Q1 2022 | $858,000 | – | 10,807 | – | 0.17% | – |
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% |