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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $382,529 | -11.7% | 5,406 | -9.3% | 0.06% | -7.4% |
| Q2 2023 | $433,055 | -4.4% | 5,963 | -3.7% | 0.07% | -10.5% |
| Q1 2023 | $452,905 | -11.7% | 6,191 | -8.8% | 0.08% | -17.4% |
| Q4 2022 | $513,078 | +6.7% | 6,792 | -6.2% | 0.09% | -2.1% |
| Q3 2022 | $481,000 | 0.0% | 7,238 | +7.8% | 0.09% | +2.2% |
| Q2 2022 | $481,000 | -13.2% | 6,717 | -4.3% | 0.09% | -1.1% |
| Q1 2022 | $554,000 | -3.8% | 7,020 | -1.5% | 0.09% | +6.9% |
| Q4 2021 | $576,000 | -14.0% | 7,124 | -21.0% | 0.09% | -25.0% |
| Q3 2021 | $670,000 | +16.1% | 9,023 | +13.9% | 0.12% | +7.4% |
| Q1 2021 | $577,000 | +20.0% | 7,919 | +5.6% | 0.11% | +11.3% |
| Q4 2020 | $481,000 | +14.5% | 7,502 | +1.8% | 0.10% | +4.3% |
| Q3 2020 | $420,000 | -2.6% | 7,366 | -2.6% | 0.09% | -3.1% |
| Q2 2020 | $431,000 | +12.2% | 7,565 | -2.1% | 0.10% | +6.7% |
| Q1 2020 | $384,000 | – | 7,725 | – | 0.09% | – |
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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% |