SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,799 | +3.0% | 8,420 | +5.7% | 0.16% | +3.3% |
| Q2 2023 | $578,564 | -1.2% | 7,967 | -0.4% | 0.15% | -6.7% |
| Q1 2023 | $585,353 | -4.7% | 8,001 | -1.6% | 0.16% | -10.9% |
| Q4 2022 | $614,065 | +16.3% | 8,129 | +2.2% | 0.18% | +8.2% |
| Q3 2022 | $528,000 | -5.7% | 7,951 | +1.8% | 0.17% | -2.9% |
| Q2 2022 | $560,000 | -99.9% | 7,811 | +1.3% | 0.18% | +1.2% |
| Q1 2022 | $609,000,000 | -14.0% | 7,714 | -12.0% | 0.17% | -62.5% |
| Q4 2021 | $708,000,000 | +107010.4% | 8,764 | -1.3% | 0.46% | +41.8% |
| Q3 2021 | $661,000 | -1.3% | 8,883 | +0.1% | 0.32% | +32.1% |
| Q2 2021 | $670,000 | +3.6% | 8,873 | +0.1% | 0.25% | -2.0% |
| Q1 2021 | $647,000 | +8.7% | 8,868 | -4.4% | 0.25% | -2.3% |
| Q4 2020 | $595,000 | +35.2% | 9,279 | +16.7% | 0.26% | +8.9% |
| Q3 2020 | $440,000 | – | 7,952 | – | 0.24% | – |
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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% |