SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,053,213 | -3.2% | 170,339 | -0.7% | 9.90% | -0.7% |
Q2 2023 | $12,455,412 | -3.1% | 171,515 | -2.4% | 9.96% | -14.2% |
Q1 2023 | $12,855,245 | -3.5% | 175,714 | -0.4% | 11.61% | -16.5% |
Q4 2022 | $13,325,665 | +15.7% | 176,405 | +1.8% | 13.90% | +2.8% |
Q3 2022 | $11,515,000 | -6.6% | 173,338 | +0.7% | 13.52% | -2.0% |
Q2 2022 | $12,329,000 | -9.3% | 172,120 | -0.1% | 13.79% | +7.3% |
Q1 2022 | $13,598,000 | -0.7% | 172,362 | +1.8% | 12.86% | +2.3% |
Q4 2021 | $13,690,000 | – | 169,370 | – | 12.57% | – |
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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% |