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 | $5,020,705 | -1.3% | 70,954 | +1.3% | 2.98% | +1.2% |
| Q2 2023 | $5,084,925 | +2.3% | 70,021 | +3.1% | 2.95% | -3.9% |
| Q1 2023 | $4,968,515 | -7.6% | 67,913 | -4.6% | 3.07% | -16.3% |
| Q4 2022 | $5,375,049 | +13.2% | 71,155 | -0.4% | 3.67% | +12.2% |
| Q3 2022 | $4,748,000 | +4.8% | 71,470 | +13.0% | 3.27% | +1.4% |
| Q2 2022 | $4,529,000 | -11.9% | 63,222 | -3.0% | 3.22% | -1.1% |
| Q1 2022 | $5,139,000 | -2.7% | 65,144 | -0.3% | 3.26% | +0.6% |
| Q4 2021 | $5,279,000 | +11.4% | 65,311 | +2.3% | 3.24% | +4.2% |
| Q3 2021 | $4,738,000 | +1.3% | 63,824 | +3.2% | 3.11% | +8.1% |
| Q2 2021 | $4,676,000 | +0.3% | 61,839 | -3.3% | 2.88% | -4.5% |
| Q1 2021 | $4,661,000 | +47.9% | 63,921 | +30.1% | 3.01% | +39.8% |
| Q4 2020 | $3,151,000 | +25.6% | 49,124 | +8.3% | 2.15% | +6.5% |
| Q3 2020 | $2,508,000 | +4.1% | 45,359 | -2.6% | 2.02% | +1.3% |
| Q2 2020 | $2,410,000 | +1069.9% | 46,566 | +916.9% | 2.00% | +122.5% |
| Q1 2020 | $206,000 | – | 4,579 | – | 0.90% | – |
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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% |