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 | $3,885 | +34.4% | 54,910 | +39.0% | 2.34% | +0.4% |
| Q1 2023 | $2,891 | -18.6% | 39,517 | -16.0% | 2.33% | -6.2% |
| Q4 2022 | $3,552 | -99.9% | 47,024 | +18.8% | 2.48% | +7.1% |
| Q3 2022 | $2,630,000 | -7.6% | 39,585 | -0.4% | 2.32% | +16.4% |
| Q2 2022 | $2,846,000 | -5.1% | 39,736 | +4.6% | 1.99% | -3.1% |
| Q1 2022 | $2,998,000 | +6.4% | 38,003 | +9.0% | 2.06% | +9.5% |
| Q4 2021 | $2,817,000 | +21.8% | 34,851 | +14.0% | 1.88% | -11.0% |
| Q2 2021 | $2,313,000 | +14.5% | 30,583 | +10.4% | 2.11% | +35.6% |
| Q1 2021 | $2,020,000 | +25.2% | 27,698 | +10.1% | 1.56% | +22.8% |
| Q4 2020 | $1,614,000 | – | 25,168 | – | 1.27% | – |
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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% |