SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,325,448 | +2.2% | 103,525 | +4.9% | 4.50% | +4.0% |
Q2 2023 | $7,165,943 | -1.1% | 98,677 | -0.4% | 4.32% | +0.6% |
Q1 2023 | $7,244,802 | -28.2% | 99,027 | -25.9% | 4.30% | -33.1% |
Q4 2022 | $10,094,528 | +82.2% | 133,632 | +60.3% | 6.42% | +68.8% |
Q3 2022 | $5,539,000 | -5.0% | 83,377 | +2.5% | 3.80% | -10.8% |
Q2 2022 | $5,829,000 | -5.7% | 81,372 | +3.8% | 4.26% | +7.7% |
Q1 2022 | $6,184,000 | +3.0% | 78,386 | +5.6% | 3.96% | +12.3% |
Q4 2021 | $6,002,000 | – | 74,258 | – | 3.52% | – |
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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% |