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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,168,390 | +10.4% | 29,859 | +11.2% | 0.42% | +5.7% |
| Q1 2023 | $1,964,196 | -4.9% | 26,848 | -1.8% | 0.40% | -9.5% |
| Q4 2022 | $2,065,035 | +13.3% | 27,337 | -0.4% | 0.44% | +4.0% |
| Q3 2022 | $1,822,000 | -7.3% | 27,434 | 0.0% | 0.43% | +6.2% |
| Q2 2022 | $1,965,000 | -7.0% | 27,434 | +2.4% | 0.40% | +13.6% |
| Q1 2022 | $2,113,000 | -11.8% | 26,789 | -9.7% | 0.35% | -7.8% |
| Q4 2021 | $2,397,000 | +45.5% | 29,653 | +15.5% | 0.38% | +10.4% |
| Q4 2020 | $1,647,000 | – | 25,674 | – | 0.35% | – |
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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% |