SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $525,212 | +6.2% | 6,899 | -1.3% | 0.20% | -2.4% |
| Q3 2023 | $494,487 | -0.4% | 6,988 | +2.2% | 0.21% | +2.5% |
| Q2 2023 | $496,708 | +10.3% | 6,840 | +11.1% | 0.20% | +2.0% |
| Q1 2023 | $450,509 | -5.3% | 6,158 | -2.2% | 0.20% | -11.6% |
| Q4 2022 | $475,592 | +14.3% | 6,296 | +0.6% | 0.22% | +6.6% |
| Q3 2022 | $416,000 | -24.2% | 6,256 | -18.4% | 0.21% | -19.8% |
| Q2 2022 | $549,000 | +91.3% | 7,670 | +111.1% | 0.26% | +112.1% |
| Q1 2022 | $287,000 | – | 3,634 | – | 0.12% | – |
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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% |