SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,272,265 | -28.8% | 17,980 | -26.9% | 0.54% | -26.5% |
| Q2 2023 | $1,787,396 | -44.9% | 24,613 | -44.5% | 0.74% | -47.1% |
| Q1 2023 | $3,243,768 | -1.3% | 44,338 | +1.9% | 1.40% | -12.2% |
| Q4 2022 | $3,285,914 | +253.3% | 43,499 | +210.6% | 1.60% | +241.2% |
| Q3 2022 | $930,000 | +355.9% | 14,006 | +454.5% | 0.47% | +524.0% |
| Q4 2021 | $204,000 | -51.4% | 2,526 | -68.9% | 0.08% | -77.8% |
| Q2 2020 | $420,000 | -15.3% | 8,117 | -26.5% | 0.34% | -35.4% |
| Q1 2020 | $496,000 | -36.6% | 11,042 | -18.2% | 0.52% | -12.0% |
| Q4 2019 | $782,000 | +2.0% | 13,507 | -3.6% | 0.59% | -10.8% |
| Q3 2019 | $767,000 | – | 14,010 | – | 0.67% | – |
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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% |