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 | $8,856,351 | +0.7% | 125,160 | +3.3% | 3.74% | +3.5% |
Q2 2023 | $8,798,750 | -2.9% | 121,162 | -2.2% | 3.61% | -5.0% |
Q1 2023 | $9,065,257 | +21.2% | 123,910 | +25.1% | 3.80% | +16.2% |
Q4 2022 | $7,480,146 | +31.7% | 99,022 | +15.8% | 3.27% | +21.6% |
Q3 2022 | $5,679,000 | +35.3% | 85,487 | +45.9% | 2.69% | +37.8% |
Q2 2022 | $4,198,000 | -46.9% | 58,604 | -40.1% | 1.95% | -45.0% |
Q1 2022 | $7,907,000 | 0.0% | 97,824 | 0.0% | 3.55% | 0.0% |
Q4 2021 | $7,907,000 | +10.6% | 97,824 | +1.6% | 3.55% | -11.7% |
Q3 2021 | $7,147,000 | +25.4% | 96,269 | +27.8% | 4.02% | +20.9% |
Q2 2021 | $5,698,000 | +17.5% | 75,352 | +15.6% | 3.33% | +5.6% |
Q1 2021 | $4,850,000 | +88.2% | 65,181 | +66.9% | 3.15% | +42.2% |
Q4 2020 | $2,577,000 | – | 39,046 | – | 2.22% | – |
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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% |