SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,050,000 | +19.6% | 15,806 | +29.0% | 0.10% | +27.8% |
| Q2 2022 | $878,000 | -9.6% | 12,256 | -0.5% | 0.08% | +6.8% |
| Q1 2022 | $971,000 | -1.7% | 12,312 | +0.7% | 0.07% | +2.8% |
| Q4 2021 | $988,000 | +7.9% | 12,227 | -0.9% | 0.07% | +1.4% |
| Q3 2021 | $916,000 | -8.5% | 12,335 | -6.8% | 0.07% | -6.6% |
| Q2 2021 | $1,001,000 | +9.3% | 13,238 | +5.4% | 0.08% | -2.6% |
| Q1 2021 | $916,000 | +7.9% | 12,556 | -5.1% | 0.08% | +4.0% |
| Q4 2020 | $849,000 | -13.3% | 13,235 | -25.2% | 0.08% | -19.4% |
| Q3 2020 | $979,000 | +4.7% | 17,705 | -2.0% | 0.09% | -5.1% |
| Q2 2020 | $935,000 | +56.9% | 18,063 | +36.2% | 0.10% | +30.7% |
| Q1 2020 | $596,000 | -22.1% | 13,258 | +0.3% | 0.08% | 0.0% |
| Q4 2019 | $765,000 | +45.2% | 13,215 | +37.3% | 0.08% | +41.5% |
| Q3 2019 | $527,000 | +20.9% | 9,627 | -1.7% | 0.05% | -11.7% |
| Q1 2017 | $436,000 | +2.3% | 9,789 | 0.0% | 0.06% | -6.2% |
| Q4 2016 | $426,000 | +10.4% | 9,789 | +7.2% | 0.06% | +4.9% |
| Q3 2016 | $386,000 | +31.3% | 9,133 | +28.8% | 0.06% | +27.1% |
| Q2 2016 | $294,000 | – | 7,093 | – | 0.05% | – |
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% |