SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $304 | +21.1% | 4,307 | +24.7% | 0.18% | +23.5% |
Q2 2023 | $251 | +6.4% | 3,455 | +7.0% | 0.15% | -1.3% |
Q1 2023 | $236 | -3.3% | 3,230 | +0.2% | 0.15% | -5.6% |
Q4 2022 | $244 | -99.9% | 3,225 | 0.0% | 0.16% | +11.9% |
Q3 2022 | $214,000 | -7.4% | 3,225 | 0.0% | 0.14% | -1.4% |
Q2 2022 | $231,000 | -9.1% | 3,225 | 0.0% | 0.14% | +9.0% |
Q1 2022 | $254,000 | -50.7% | 3,225 | -75.3% | 0.13% | -67.7% |
Q1 2015 | $515,000 | -0.4% | 13,060 | +0.6% | 0.41% | -5.1% |
Q4 2014 | $517,000 | -9.3% | 12,980 | -12.2% | 0.43% | -9.0% |
Q3 2014 | $570,000 | -4.5% | 14,782 | -5.2% | 0.48% | +30.7% |
Q2 2014 | $597,000 | +5.5% | 15,597 | +1.5% | 0.36% | +1.1% |
Q1 2014 | $566,000 | -5.5% | 15,362 | -6.1% | 0.36% | -9.8% |
Q4 2013 | $599,000 | +11.5% | 16,352 | +2.4% | 0.40% | +5.3% |
Q3 2013 | $537,000 | -0.9% | 15,962 | -3.8% | 0.38% | +3.0% |
Q2 2013 | $542,000 | – | 16,588 | – | 0.37% | – |
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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% |