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 | $1,591,389 | -2.6% | 22,490 | -0.0% | 1.42% | -2.4% |
| Q2 2023 | $1,633,431 | +2.1% | 22,493 | +2.9% | 1.45% | -1.5% |
| Q1 2023 | $1,599,406 | +3.0% | 21,862 | +6.4% | 1.47% | +2.1% |
| Q4 2022 | $1,552,775 | +9.8% | 20,556 | -3.4% | 1.44% | -0.8% |
| Q3 2022 | $1,414,000 | -8.5% | 21,283 | -1.4% | 1.46% | -6.5% |
| Q2 2022 | $1,546,000 | -9.3% | 21,585 | -0.1% | 1.56% | -0.4% |
| Q1 2022 | $1,704,000 | -5.5% | 21,605 | -3.2% | 1.56% | -5.0% |
| Q4 2021 | $1,803,000 | – | 22,311 | – | 1.64% | – |
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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% |