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 2023 | $1,609 | +10.0% | 22,740 | +13.7% | 0.08% | +27.1% |
| Q1 2023 | $1,463 | +232.5% | 19,998 | +243.5% | 0.06% | +168.2% |
| Q4 2022 | $440 | -100.0% | 5,821 | -56.8% | 0.02% | -57.7% |
| Q2 2022 | $965,000 | +41.5% | 13,469 | +55.7% | 0.05% | +116.7% |
| Q1 2022 | $682,000 | +17.8% | 8,650 | +10.9% | 0.02% | +4.3% |
| Q3 2021 | $579,000 | -63.3% | 7,801 | -72.6% | 0.02% | -80.3% |
| Q3 2020 | $1,577,000 | +22428.6% | 28,509 | +18412.3% | 0.12% | – |
| Q4 2016 | $7,000 | -96.4% | 154 | -96.6% | 0.00% | -100.0% |
| Q3 2016 | $193,000 | – | 4,556 | – | 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% |