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 | $123,830 | +0.9% | 1,750 | +3.6% | 0.22% | +4.4% |
| Q2 2023 | $122,728 | -1.5% | 1,690 | -0.8% | 0.21% | -5.5% |
| Q1 2023 | $124,591 | +102023.8% | 1,703 | +5.8% | 0.22% | -7.6% |
| Q4 2022 | $122 | -99.9% | 1,609 | -2.2% | 0.24% | +2.6% |
| Q3 2022 | $109,000 | -7.6% | 1,645 | 0.0% | 0.23% | -11.9% |
| Q2 2022 | $118,000 | -11.9% | 1,645 | -3.1% | 0.26% | -0.4% |
| Q1 2022 | $134,000 | +18.6% | 1,697 | +21.0% | 0.26% | +51.4% |
| Q4 2021 | $113,000 | +10.8% | 1,403 | +1.7% | 0.17% | +4.8% |
| Q3 2021 | $102,000 | +12.1% | 1,379 | +14.8% | 0.16% | +8.6% |
| Q2 2021 | $91,000 | +127.5% | 1,201 | +120.0% | 0.15% | +111.1% |
| Q1 2021 | $40,000 | – | 546 | +18100.0% | 0.07% | – |
| Q1 2020 | $0 | – | 3 | – | 0.00% | – |
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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% |