CLEAR INVESTMENT RESEARCH, LLC - SCHWAB STRATEGIC TR ownership

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
CLEAR INVESTMENT RESEARCH, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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%
1,6450.0%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$40,000546
+18100.0%
0.07%
Q1 2020$030.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,007,436$81,431,00027.74%
Orgel Wealth Management, LLC 3,063,799$247,647,00023.91%
Kellett Wealth Advisors, LLC 341,745$27,623,00021.14%
WFA Asset Management Corp 374,555$30,275,31519.76%
HHM Wealth Advisors, LLC 1,007,816$81,462,00019.66%
Reitz Capital Advisors LLC 338,201$25,574,00018.04%
AllGen Financial Advisors, Inc. 291,226$23,539,83517.45%
Legacy Financial Strategies, LLC 499,154$40,347,00017.44%
McCarthy Asset Management, Inc. 303,827$24,552,00016.88%
Members Advisory Group LLC 313,288$25,327,00016.72%
View complete list of SCHWAB STRATEGIC TR shareholders