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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $119 | -4.8% | 1,632 | -4.2% | 0.00% | 0.0% |
| Q1 2023 | $125 | -99.9% | 1,703 | -44.5% | 0.00% | 0.0% |
| Q2 2018 | $151,000 | -41.0% | 3,067 | -38.7% | 0.00% | -50.0% |
| Q4 2017 | $256,000 | -52.1% | 5,000 | -58.3% | 0.00% | -60.0% |
| Q1 2017 | $534,000 | +15.8% | 11,982 | +7.6% | 0.01% | +66.7% |
| Q2 2016 | $461,000 | -73.7% | 11,135 | -74.6% | 0.00% | -66.7% |
| Q4 2014 | $1,750,000 | +802.1% | 43,925 | +734.3% | 0.01% | +800.0% |
| Q1 2014 | $194,000 | -92.6% | 5,265 | -92.7% | 0.00% | -90.9% |
| Q4 2013 | $2,633,000 | – | 71,825 | – | 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% |