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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,535,000 | +4.7% | 43,733 | -3.9% | 1.32% | -4.6% |
| Q3 2021 | $3,377,000 | -5.1% | 45,490 | -3.3% | 1.38% | -5.3% |
| Q2 2021 | $3,558,000 | +0.2% | 47,053 | -3.4% | 1.46% | -10.4% |
| Q1 2021 | $3,551,000 | +13.1% | 48,693 | -0.6% | 1.63% | +7.7% |
| Q4 2020 | $3,141,000 | +4.8% | 48,974 | -9.6% | 1.52% | -17.7% |
| Q3 2020 | $2,996,000 | +8.9% | 54,182 | +1.9% | 1.84% | +7.3% |
| Q2 2020 | $2,752,000 | +26.2% | 53,177 | +9.7% | 1.72% | -39.8% |
| Q1 2020 | $2,181,000 | -20.5% | 48,478 | +3.3% | 2.85% | -2.9% |
| Q4 2019 | $2,744,000 | – | 46,914 | – | 2.94% | – |
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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% |