SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,970,306 | -18.6% | 197,432 | -16.5% | 15.22% | -17.1% |
Q2 2023 | $17,165,062 | -0.9% | 236,368 | -0.2% | 18.35% | +12.3% |
Q1 2023 | $17,321,745 | -5.1% | 236,765 | -2.0% | 16.34% | -6.0% |
Q4 2022 | $18,245,724 | +32.6% | 241,537 | +16.6% | 17.38% | +3.5% |
Q3 2022 | $13,763,000 | -5.7% | 207,188 | +1.6% | 16.78% | +0.4% |
Q2 2022 | $14,600,000 | -10.1% | 203,831 | -1.0% | 16.72% | +2.6% |
Q1 2022 | $16,244,000 | -1.8% | 205,910 | +0.6% | 16.30% | -1.2% |
Q4 2021 | $16,547,000 | – | 204,714 | – | 16.50% | – |
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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% |