SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,414 | +4.8% | 5,729 | +7.5% | 0.02% | +12.5% |
| Q2 2023 | $386,930 | +14.8% | 5,328 | +15.6% | 0.02% | +6.7% |
| Q1 2023 | $337,187 | -44.3% | 4,609 | -39.9% | 0.02% | -40.0% |
| Q1 2022 | $605,000 | -2.3% | 7,674 | +0.2% | 0.02% | 0.0% |
| Q4 2021 | $619,000 | +9.2% | 7,656 | +0.3% | 0.02% | -3.8% |
| Q3 2021 | $567,000 | +131.4% | 7,635 | +135.8% | 0.03% | +116.7% |
| Q2 2021 | $245,000 | +4.3% | 3,238 | +0.6% | 0.01% | 0.0% |
| Q1 2021 | $235,000 | +14.6% | 3,220 | +0.5% | 0.01% | 0.0% |
| Q4 2020 | $205,000 | -3.3% | 3,203 | -19.8% | 0.01% | -40.0% |
| Q2 2019 | $212,000 | – | 3,995 | – | 0.02% | – |
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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% |