SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,212,266 | -15.8% | 16,048 | -25.9% | 0.44% | +57.2% |
| Q3 2022 | $1,439,000 | +131.7% | 21,658 | +150.0% | 0.28% | -1.7% |
| Q2 2022 | $621,000 | -65.9% | 8,664 | -62.5% | 0.29% | +13.8% |
| Q1 2022 | $1,822,000 | +25928.6% | 23,090 | -32.1% | 0.25% | +197.6% |
| Q3 2021 | $7,000 | -99.7% | 34,002 | +3.1% | 0.08% | -73.1% |
| Q2 2021 | $2,494,000 | +3.2% | 32,975 | -0.5% | 0.32% | -12.7% |
| Q1 2021 | $2,416,000 | – | 33,139 | – | 0.36% | – |
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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% |