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 | $88,052 | -5.6% | 1,244 | -3.1% | 0.02% | 0.0% |
| Q2 2023 | $93,271 | -9.0% | 1,284 | -8.4% | 0.02% | -15.4% |
| Q1 2023 | $102,524 | -3.2% | 1,401 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $105,859 | +13.8% | 1,401 | 0.0% | 0.03% | +7.7% |
| Q3 2022 | $93,000 | -7.0% | 1,401 | 0.0% | 0.03% | -3.7% |
| Q2 2022 | $100,000 | -1.0% | 1,401 | +9.1% | 0.03% | +8.0% |
| Q1 2022 | $101,000 | -2.9% | 1,284 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $104,000 | +9.5% | 1,284 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $95,000 | -3.1% | 1,284 | -0.8% | 0.02% | -7.7% |
| Q2 2021 | $98,000 | +4.3% | 1,295 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $94,000 | +9.3% | 1,295 | -3.7% | 0.03% | +8.3% |
| Q4 2020 | $86,000 | +16.2% | 1,345 | 0.0% | 0.02% | +9.1% |
| Q3 2020 | $74,000 | +4.2% | 1,345 | -2.5% | 0.02% | -12.0% |
| Q2 2020 | $71,000 | +14.5% | 1,379 | 0.0% | 0.02% | -3.8% |
| Q1 2020 | $62,000 | -22.5% | 1,379 | 0.0% | 0.03% | -40.9% |
| Q4 2019 | $80,000 | +5.3% | 1,379 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $76,000 | +4.1% | 1,379 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $73,000 | -5.2% | 1,379 | -6.1% | 0.04% | -6.4% |
| Q1 2019 | $77,000 | -49.7% | 1,469 | -54.9% | 0.05% | -58.4% |
| Q4 2018 | $153,000 | – | 3,256 | – | 0.11% | – |
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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% |