Reitz Capital Advisors LLC - SCHWAB STRATEGIC TR ownership

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
Reitz Capital Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$12,854,578
+765.7%
182,801
+774.4%
24.55%
+1711.8%
Q2 2023$1,484,882
-93.8%
20,905
-93.6%
1.36%
-93.9%
Q1 2023$23,919,089
+97832.7%
326,942
+1.1%
22.07%
-5.1%
Q4 2022$24,424
-99.9%
323,319
+3.6%
23.25%
+22.3%
Q3 2022$20,736,000
-6.0%
312,160
+1.4%
19.02%
-3.7%
Q2 2022$22,048,000
-14.2%
307,799
-5.5%
19.74%
+5.8%
Q1 2022$25,705,000
+0.5%
325,826
-3.7%
18.66%
+3.4%
Q4 2021$25,574,000
+9.5%
338,201
+7.5%
18.04%
+3.2%
Q3 2021$23,355,000
-8.7%
314,597
-7.0%
17.49%
-3.1%
Q2 2021$25,574,000
+3.8%
338,201
+0.1%
18.04%
-0.9%
Q1 2021$24,645,000
+23.8%
337,978
+8.9%
18.21%
+13.8%
Q4 2020$19,902,000
+15.4%
310,317
-0.5%
16.00%
+2.3%
Q3 2020$17,251,000
+34.6%
311,944
+25.9%
15.64%
-3.9%
Q2 2020$12,818,000
-2.1%
247,701
-14.9%
16.28%
-4.5%
Q1 2020$13,099,000
-17.4%
291,203
+6.4%
17.04%
-0.6%
Q4 2019$15,858,000
+5.2%
273,796
-0.5%
17.14%
+0.2%
Q3 2019$15,072,000
+73.9%
275,142
+68.5%
17.10%
+75.1%
Q2 2019$8,666,000
+0.9%
163,276
-0.6%
9.77%
-1.7%
Q1 2019$8,589,000
+4.3%
164,288
-6.3%
9.94%
-0.2%
Q4 2018$8,236,000175,3519.96%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,007,436$81,431,00027.74%
Orgel Wealth Management, LLC 3,063,799$247,647,00023.91%
Kellett Wealth Advisors, LLC 341,745$27,623,00021.14%
WFA Asset Management Corp 374,555$30,275,31519.76%
HHM Wealth Advisors, LLC 1,007,816$81,462,00019.66%
Reitz Capital Advisors LLC 338,201$25,574,00018.04%
AllGen Financial Advisors, Inc. 291,226$23,539,83517.45%
Legacy Financial Strategies, LLC 499,154$40,347,00017.44%
McCarthy Asset Management, Inc. 303,827$24,552,00016.88%
Members Advisory Group LLC 313,288$25,327,00016.72%
View complete list of SCHWAB STRATEGIC TR shareholders