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 | $247,660 | +7.8% | 3,500 | +10.7% | 0.08% | +86.0% |
| Q2 2023 | $229,697 | -2.9% | 3,163 | +0.5% | 0.04% | -15.7% |
| Q1 2023 | $236,667 | 0.0% | 3,148 | +0.5% | 0.05% | +37.8% |
| Q4 2022 | $236,667 | +16.6% | 3,133 | +3.0% | 0.04% | -44.8% |
| Q3 2022 | $203,000 | +1.0% | 3,042 | +8.3% | 0.07% | +9.8% |
| Q2 2022 | $201,000 | -6.9% | 2,808 | +2.4% | 0.06% | -4.7% |
| Q1 2022 | $216,000 | +7.5% | 2,741 | +10.2% | 0.06% | +6.7% |
| Q4 2021 | $201,000 | – | 2,488 | – | 0.06% | – |
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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% |