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 | $335,402 | +6.3% | 4,740 | +9.1% | 0.27% | +8.5% |
| Q2 2023 | $315,461 | -8.8% | 4,344 | -8.1% | 0.25% | -15.4% |
| Q1 2023 | $345,827 | -8.9% | 4,727 | -6.0% | 0.29% | -17.7% |
| Q4 2022 | $379,815 | +14.4% | 5,028 | +0.5% | 0.36% | +8.6% |
| Q3 2022 | $332,000 | -3.2% | 5,002 | +4.5% | 0.33% | +4.5% |
| Q2 2022 | $343,000 | -11.4% | 4,787 | -2.5% | 0.31% | -0.9% |
| Q1 2022 | $387,000 | -9.8% | 4,911 | -7.5% | 0.32% | -11.2% |
| Q4 2021 | $429,000 | – | 5,308 | – | 0.36% | – |
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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% |