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 | $33,099,420 | +0.7% | 467,770 | +3.3% | 2.56% | +12.4% |
| Q2 2023 | $32,873,429 | +154.8% | 452,677 | +19.5% | 2.28% | +154.7% |
| Q1 2023 | $12,902,395 | +51.1% | 378,925 | +39.6% | 0.90% | +12.9% |
| Q4 2022 | $8,541,443 | -50.4% | 271,415 | +4.6% | 0.79% | -45.4% |
| Q3 2022 | $17,235,000 | -7.8% | 259,457 | -0.5% | 1.45% | -2.9% |
| Q2 2022 | $18,685,000 | -18.7% | 260,856 | -10.5% | 1.50% | -2.9% |
| Q1 2022 | $22,984,000 | +33.6% | 291,342 | +36.9% | 1.54% | +17.4% |
| Q4 2021 | $17,205,000 | – | 212,853 | – | 1.31% | – |
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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% |