SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452,793 | -39.6% | 6,399 | -38.0% | 0.46% | -35.8% |
| Q2 2023 | $749,293 | -0.7% | 10,318 | 0.0% | 0.71% | +0.4% |
| Q1 2023 | $754,865 | -3.2% | 10,318 | 0.0% | 0.71% | +6.6% |
| Q4 2022 | $779,422 | +13.8% | 10,318 | 0.0% | 0.67% | +3.3% |
| Q3 2022 | $685,000 | -15.8% | 10,318 | 0.0% | 0.64% | +2.9% |
| Q1 2022 | $814,000 | -2.4% | 10,318 | 0.0% | 0.63% | +5.9% |
| Q4 2021 | $834,000 | -3.4% | 10,318 | -11.2% | 0.59% | -12.8% |
| Q3 2021 | $863,000 | -16.8% | 11,625 | -15.3% | 0.68% | -15.0% |
| Q2 2021 | $1,037,000 | – | 13,718 | – | 0.80% | – |
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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% |