SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,381,776 | -3.4% | 129,200 | -2.7% | 1.07% | -26.1% |
| Q1 2023 | $9,714,327 | -0.1% | 132,766 | -2.2% | 1.45% | -44.6% |
| Q2 2022 | $9,720,000 | +36.3% | 135,694 | +50.1% | 2.62% | +130.5% |
| Q1 2022 | $7,130,000 | -60.9% | 90,378 | -63.2% | 1.14% | -66.3% |
| Q3 2021 | $18,225,000 | +47.9% | 245,485 | +50.7% | 3.37% | +36.3% |
| Q2 2021 | $12,319,000 | +6.4% | 162,910 | +2.6% | 2.48% | -24.7% |
| Q1 2021 | $11,582,000 | +37.0% | 158,826 | +20.5% | 3.28% | +20.6% |
| Q4 2020 | $8,452,000 | -4.3% | 131,767 | -22.8% | 2.72% | -25.3% |
| Q3 2020 | $8,830,000 | – | 170,636 | – | 3.65% | – |
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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% |