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 | $1,271,133 | -1.6% | 18,056 | +2.6% | 0.13% | -7.2% |
| Q2 2023 | $1,291,726 | +14.3% | 17,603 | +14.1% | 0.14% | -6.7% |
| Q1 2023 | $1,129,833 | -39.2% | 15,429 | -35.6% | 0.15% | -46.4% |
| Q4 2022 | $1,858,798 | +131.2% | 23,944 | +97.9% | 0.28% | +71.6% |
| Q3 2022 | $804,000 | -7.2% | 12,098 | +0.0% | 0.16% | -13.4% |
| Q2 2022 | $866,000 | +20.8% | 12,096 | +33.8% | 0.19% | +16.9% |
| Q1 2022 | $717,000 | +97.0% | 9,037 | +103.3% | 0.16% | +42.9% |
| Q4 2021 | $364,000 | – | 4,445 | – | 0.11% | – |
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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% |