SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,619,212 | +9.8% | 51,148 | +13.6% | 1.91% | +12.4% |
| Q2 2023 | $3,296,985 | +8.1% | 45,028 | +8.1% | 1.70% | +11.3% |
| Q1 2023 | $3,050,286 | +21.6% | 41,654 | +25.5% | 1.53% | +17.0% |
| Q4 2022 | $2,507,825 | +83.6% | 33,199 | +61.4% | 1.31% | +64.7% |
| Q3 2022 | $1,366,000 | +85.9% | 20,569 | +100.4% | 0.79% | +93.4% |
| Q2 2022 | $735,000 | – | 10,265 | – | 0.41% | – |
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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% |