SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,704,966 | +17100.7% | 377,402 | +12467.5% | 0.07% | +6900.0% |
| Q2 2023 | $155,255 | -70.9% | 3,003 | -58.8% | 0.00% | -50.0% |
| Q1 2023 | $533,556 | -56.5% | 7,293 | -55.1% | 0.00% | -71.4% |
| Q4 2022 | $1,226,467 | -13.0% | 16,236 | -17.5% | 0.01% | -30.0% |
| Q2 2022 | $1,409,000 | -83.7% | 19,674 | -82.0% | 0.01% | -86.3% |
| Q1 2022 | $8,627,000 | -77.6% | 109,350 | -77.1% | 0.07% | -75.5% |
| Q4 2021 | $38,549,000 | +1412.9% | 476,915 | +1289.7% | 0.30% | +831.2% |
| Q3 2021 | $2,548,000 | -80.3% | 34,318 | -83.0% | 0.03% | -82.6% |
| Q4 2020 | $12,922,000 | -40.6% | 201,467 | -48.7% | 0.18% | -40.6% |
| Q3 2020 | $21,736,000 | +99.8% | 393,064 | +87.0% | 0.31% | +93.8% |
| Q2 2020 | $10,879,000 | +135.1% | 210,227 | +104.3% | 0.16% | -15.8% |
| Q1 2020 | $4,628,000 | +21.9% | 102,882 | +56.9% | 0.19% | +59.7% |
| Q4 2019 | $3,798,000 | – | 65,566 | – | 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% |