SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,081 | -2.6% | 2,870 | 0.0% | 0.06% | -18.9% |
| Q2 2023 | $208,419 | -0.7% | 2,870 | 0.0% | 0.07% | -6.3% |
| Q1 2023 | $209,969 | -3.2% | 2,870 | 0.0% | 0.08% | -4.8% |
| Q4 2022 | $216,800 | +5.2% | 2,870 | 0.0% | 0.08% | -14.4% |
| Q2 2022 | $206,000 | -8.8% | 2,870 | 0.0% | 0.10% | -1.0% |
| Q1 2022 | $226,000 | – | 2,870 | – | 0.10% | – |
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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% |