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 | $3,839,933 | -1.7% | 54,267 | +0.9% | 0.36% | +0.3% |
| Q2 2023 | $3,906,012 | +200.4% | 53,787 | +202.7% | 0.36% | +156.0% |
| Q1 2023 | $1,300,126 | +1344.6% | 17,771 | +1457.5% | 0.14% | +442.3% |
| Q1 2022 | $90,000 | -2.2% | 1,141 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $92,000 | +9.5% | 1,141 | 0.0% | 0.02% | +13.6% |
| Q3 2021 | $84,000 | -2.3% | 1,141 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $86,000 | +3.6% | 1,141 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $83,000 | +13.7% | 1,141 | 0.0% | 0.02% | +9.1% |
| Q4 2020 | $73,000 | +15.9% | 1,141 | 0.0% | 0.02% | +22.2% |
| Q3 2020 | $63,000 | +6.8% | 1,141 | 0.0% | 0.02% | -18.2% |
| Q2 2020 | $59,000 | +11.3% | 1,141 | -4.0% | 0.02% | +10.0% |
| Q1 2020 | $53,000 | – | 1,188 | – | 0.02% | – |
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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% |