SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,071,511 | -2.3% | 71,672 | +0.3% | 0.77% | +2.3% |
| Q2 2023 | $5,188,989 | +2.9% | 71,454 | +3.7% | 0.75% | -4.3% |
| Q1 2023 | $5,041,456 | +12.2% | 68,910 | +15.8% | 0.78% | +6.2% |
| Q4 2022 | $4,493,497 | +18.0% | 59,485 | +3.8% | 0.74% | +9.0% |
| Q3 2022 | $3,807,000 | -3.3% | 57,309 | +4.3% | 0.68% | +0.1% |
| Q2 2022 | $3,937,000 | -1.3% | 54,963 | +8.7% | 0.68% | +10.7% |
| Q1 2022 | $3,988,000 | -1.9% | 50,546 | +0.5% | 0.61% | -0.3% |
| Q4 2021 | $4,064,000 | +12.4% | 50,280 | +3.2% | 0.61% | +4.1% |
| Q3 2021 | $3,617,000 | +4.1% | 48,715 | +6.0% | 0.59% | +5.2% |
| Q2 2021 | $3,475,000 | +36.0% | 45,957 | +31.1% | 0.56% | +28.5% |
| Q1 2021 | $2,556,000 | +61.2% | 35,049 | +41.8% | 0.44% | +50.0% |
| Q4 2020 | $1,586,000 | – | 24,724 | – | 0.29% | – |
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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% |