SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,447,496 | -4.7% | 62,853 | -2.2% | 3.75% | +0.2% |
| Q2 2023 | $4,666,725 | +0.2% | 64,262 | +0.9% | 3.74% | -3.4% |
| Q1 2023 | $4,658,774 | -2.6% | 63,679 | +0.6% | 3.87% | -5.2% |
| Q4 2022 | $4,781,776 | +21.7% | 63,301 | +7.0% | 4.09% | +14.0% |
| Q3 2022 | $3,929,000 | -7.0% | 59,150 | +0.3% | 3.58% | -1.3% |
| Q2 2022 | $4,224,000 | -4.4% | 58,980 | +5.7% | 3.63% | +1.1% |
| Q1 2022 | $4,420,000 | +3.5% | 55,789 | +5.5% | 3.60% | +3.7% |
| Q4 2021 | $4,272,000 | – | 52,856 | – | 3.47% | – |
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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% |