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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467,936 | -2.6% | 6,613 | 0.0% | 0.16% | -3.7% |
| Q2 2023 | $480,236 | -2.2% | 6,613 | -1.5% | 0.16% | +2.5% |
| Q1 2023 | $491,050 | -3.2% | 6,712 | 0.0% | 0.16% | -8.1% |
| Q4 2022 | $507,024 | +73.0% | 6,712 | +52.0% | 0.17% | +52.2% |
| Q3 2022 | $293,000 | -6.1% | 4,415 | +2.2% | 0.11% | -4.2% |
| Q2 2022 | $312,000 | -8.5% | 4,322 | 0.0% | 0.12% | -0.8% |
| Q1 2022 | $341,000 | -2.3% | 4,322 | 0.0% | 0.12% | -4.0% |
| Q4 2021 | $349,000 | +8.7% | 4,322 | 0.0% | 0.12% | -2.4% |
| Q3 2021 | $321,000 | -1.8% | 4,322 | 0.0% | 0.13% | -25.3% |
| Q2 2021 | $327,000 | +3.8% | 4,322 | 0.0% | 0.17% | -5.6% |
| Q1 2021 | $315,000 | +13.7% | 4,322 | 0.0% | 0.18% | +4.0% |
| Q4 2020 | $277,000 | +62.0% | 4,322 | +39.6% | 0.17% | +37.3% |
| Q3 2020 | $171,000 | +8.2% | 3,095 | +1.2% | 0.13% | 0.0% |
| Q2 2020 | $158,000 | – | 3,057 | – | 0.13% | – |
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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% |