SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,404 | -2.6% | 6,874 | 0.0% | 0.05% | -3.8% |
| Q2 2023 | $499,190 | -0.7% | 6,874 | 0.0% | 0.05% | -11.7% |
| Q1 2023 | $502,902 | -3.2% | 6,874 | 0.0% | 0.06% | -9.1% |
| Q4 2022 | $519,262 | +13.6% | 6,874 | 0.0% | 0.07% | -4.3% |
| Q3 2022 | $457,000 | -7.1% | 6,874 | 0.0% | 0.07% | -9.2% |
| Q2 2022 | $492,000 | -9.2% | 6,874 | 0.0% | 0.08% | -3.8% |
| Q1 2022 | $542,000 | -5.4% | 6,874 | -3.0% | 0.08% | -2.5% |
| Q4 2021 | $573,000 | +8.9% | 7,087 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $526,000 | -1.9% | 7,087 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $536,000 | +18.6% | 7,087 | +14.4% | 0.08% | +9.1% |
| Q1 2021 | $452,000 | +13.9% | 6,194 | 0.0% | 0.08% | +4.1% |
| Q4 2020 | $397,000 | +15.7% | 6,194 | 0.0% | 0.07% | +4.2% |
| Q3 2020 | $343,000 | +6.9% | 6,194 | 0.0% | 0.07% | +2.9% |
| Q2 2020 | $321,000 | +15.1% | 6,194 | 0.0% | 0.07% | -4.2% |
| Q1 2020 | $279,000 | -22.3% | 6,194 | 0.0% | 0.07% | +1.4% |
| Q4 2019 | $359,000 | +5.9% | 6,194 | 0.0% | 0.07% | +2.9% |
| Q3 2019 | $339,000 | +3.0% | 6,194 | 0.0% | 0.07% | +3.0% |
| Q2 2019 | $329,000 | +1.5% | 6,194 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $324,000 | +11.3% | 6,194 | 0.0% | 0.07% | 0.0% |
| Q4 2018 | $291,000 | – | 6,194 | – | 0.07% | – |
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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% |