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 | $1,580,942 | +5.0% | 22,342 | +7.8% | 0.33% | +6.5% |
| Q2 2023 | $1,505,047 | -0.7% | 20,725 | +0.0% | 0.31% | -6.4% |
| Q1 2023 | $1,515,557 | -3.1% | 20,716 | +0.0% | 0.33% | -8.8% |
| Q4 2022 | $1,564,651 | +13.8% | 20,713 | +0.1% | 0.36% | +5.2% |
| Q3 2022 | $1,375,000 | -7.2% | 20,699 | +0.1% | 0.34% | -2.3% |
| Q2 2022 | $1,482,000 | -9.1% | 20,685 | +0.1% | 0.35% | +2.6% |
| Q1 2022 | $1,631,000 | -2.5% | 20,671 | -0.1% | 0.34% | +2.4% |
| Q4 2021 | $1,672,000 | +8.6% | 20,682 | -0.3% | 0.34% | +0.6% |
| Q3 2021 | $1,540,000 | +11.2% | 20,743 | +13.3% | 0.33% | +3.1% |
| Q2 2021 | $1,385,000 | +44.0% | 18,312 | +38.8% | 0.32% | +11.8% |
| Q1 2021 | $962,000 | +12.9% | 13,197 | -0.7% | 0.29% | -17.9% |
| Q4 2020 | $852,000 | +16.1% | 13,287 | +0.1% | 0.35% | -4.9% |
| Q3 2020 | $734,000 | +6.5% | 13,274 | -0.4% | 0.37% | 0.0% |
| Q2 2020 | $689,000 | +11.7% | 13,323 | -2.9% | 0.37% | +0.8% |
| Q1 2020 | $617,000 | -26.6% | 13,724 | -5.5% | 0.37% | -30.0% |
| Q4 2019 | $841,000 | – | 14,521 | – | 0.52% | – |
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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% |