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 | $848,060 | -1.0% | 11,985 | +1.6% | 0.54% | +2.3% |
| Q2 2023 | $856,626 | +7.6% | 11,796 | +8.4% | 0.53% | -1.9% |
| Q1 2023 | $795,761 | -3.2% | 10,877 | 0.0% | 0.54% | -14.1% |
| Q4 2022 | $821,649 | +224.8% | 10,877 | +239.8% | 0.62% | +201.4% |
| Q1 2022 | $253,000 | +1000.0% | 3,201 | +946.1% | 0.21% | +800.0% |
| Q1 2021 | $23,000 | +15.0% | 306 | 0.0% | 0.02% | +21.1% |
| Q4 2020 | $20,000 | – | 306 | – | 0.02% | – |
Download | ||||||
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% |