SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,098 | -37.2% | 3,224 | -35.5% | 0.12% | -32.4% |
| Q2 2023 | $362,988 | -2.3% | 4,998 | -1.6% | 0.17% | -9.1% |
| Q1 2023 | $371,514 | -2.8% | 5,078 | +0.3% | 0.19% | -16.1% |
| Q4 2022 | $382,316 | -10.9% | 5,061 | -21.6% | 0.22% | -20.6% |
| Q3 2022 | $429,000 | -15.2% | 6,455 | -8.7% | 0.28% | -12.5% |
| Q2 2022 | $506,000 | +10.5% | 7,068 | +21.7% | 0.32% | +25.4% |
| Q1 2022 | $458,000 | -2.3% | 5,808 | +0.0% | 0.26% | +8.5% |
| Q4 2021 | $469,000 | +8.8% | 5,806 | 0.0% | 0.24% | -2.9% |
| Q3 2021 | $431,000 | +85.8% | 5,806 | +89.5% | 0.24% | +82.7% |
| Q2 2021 | $232,000 | – | 3,064 | – | 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% |