SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $727,059 | +7.6% | 10,275 | +10.4% | 0.22% | +13.0% |
| Q2 2023 | $675,729 | +8.9% | 9,305 | +9.7% | 0.19% | +3.8% |
| Q1 2023 | $620,397 | +96685.8% | 8,480 | 0.0% | 0.19% | -3.6% |
| Q4 2022 | $641 | -99.8% | 8,480 | +44.2% | 0.19% | +58.2% |
| Q3 2022 | $391,000 | -10.3% | 5,880 | -3.3% | 0.12% | -3.2% |
| Q2 2022 | $436,000 | -4.4% | 6,080 | +5.2% | 0.13% | +13.5% |
| Q1 2022 | $456,000 | -2.4% | 5,780 | 0.0% | 0.11% | -1.8% |
| Q4 2021 | $467,000 | +8.1% | 5,780 | +1.2% | 0.11% | -1.7% |
| Q3 2021 | $432,000 | 0.0% | 5,710 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $432,000 | – | 5,710 | – | 0.12% | – |
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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% |