SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,219 | -10.0% | 4,243 | -7.6% | 0.08% | -6.6% |
| Q2 2023 | $333,583 | +7.5% | 4,594 | +8.3% | 0.09% | -2.2% |
| Q1 2023 | $310,402 | +292.9% | 4,243 | +256.0% | 0.09% | +272.0% |
| Q3 2022 | $79,000 | -7.1% | 1,192 | 0.0% | 0.02% | -16.7% |
| Q2 2022 | $85,000 | -11.5% | 1,192 | 0.0% | 0.03% | +11.1% |
| Q4 2021 | $96,000 | +9.1% | 1,192 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $88,000 | +166.7% | 1,192 | +169.7% | 0.03% | +180.0% |
| Q2 2021 | $33,000 | – | 442 | – | 0.01% | – |
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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% |