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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $807,442 | -2.6% | 11,411 | 0.0% | 0.30% | -0.3% |
| Q2 2023 | $828,667 | -0.7% | 11,411 | 0.0% | 0.30% | -3.9% |
| Q1 2023 | $834,829 | +69180.4% | 11,411 | -28.5% | 0.31% | -45.5% |
| Q4 2022 | $1,205 | -99.9% | 15,955 | -2.0% | 0.57% | +14.0% |
| Q3 2022 | $1,082,000 | +9.0% | 16,284 | +5.2% | 0.50% | +13.3% |
| Q4 2020 | $993,000 | +7.5% | 15,481 | -7.4% | 0.44% | -4.5% |
| Q3 2020 | $924,000 | +9.7% | 16,717 | -10.7% | 0.46% | -23.1% |
| Q1 2020 | $842,000 | +6.2% | 18,720 | +34.4% | 0.60% | +28.4% |
| Q3 2019 | $793,000 | -15.7% | 13,924 | -20.3% | 0.47% | -21.6% |
| Q2 2019 | $941,000 | -5.2% | 17,476 | -17.3% | 0.60% | -20.5% |
| Q4 2018 | $993,000 | -2.1% | 21,140 | +10.5% | 0.75% | +16.8% |
| Q3 2018 | $1,014,000 | +7.5% | 19,129 | -0.0% | 0.64% | -2.9% |
| Q2 2018 | $943,000 | +99.8% | 19,137 | +94.0% | 0.66% | +90.5% |
| Q1 2018 | $472,000 | +15.1% | 9,864 | +23.0% | 0.35% | +13.0% |
| Q4 2017 | $410,000 | – | 8,019 | – | 0.31% | – |
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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% |