SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,659 | -1.7% | 5,832 | +0.9% | 0.11% | +2.9% |
| Q2 2023 | $419,665 | +0.2% | 5,779 | +0.9% | 0.10% | -4.6% |
| Q1 2023 | $418,864 | -2.3% | 5,725 | +0.8% | 0.11% | -7.7% |
| Q4 2022 | $428,853 | +15.0% | 5,677 | +0.9% | 0.12% | +13.6% |
| Q3 2022 | $373,000 | -6.5% | 5,625 | +0.9% | 0.10% | -3.7% |
| Q2 2022 | $399,000 | -8.3% | 5,573 | +1.0% | 0.11% | +3.9% |
| Q1 2022 | $435,000 | -1.8% | 5,519 | +0.7% | 0.10% | +1.0% |
| Q4 2021 | $443,000 | +9.9% | 5,483 | +0.8% | 0.10% | 0.0% |
| Q3 2021 | $403,000 | -1.2% | 5,440 | +0.8% | 0.10% | -1.9% |
| Q2 2021 | $408,000 | +4.3% | 5,398 | +0.7% | 0.10% | -4.6% |
| Q1 2021 | $391,000 | +23.3% | 5,360 | +8.3% | 0.11% | +13.5% |
| Q4 2020 | $317,000 | +17.0% | 4,947 | +0.9% | 0.10% | +1.1% |
| Q3 2020 | $271,000 | +9.3% | 4,901 | +1.0% | 0.10% | +2.2% |
| Q2 2020 | $248,000 | – | 4,852 | – | 0.09% | – |
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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% |