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 | $20,596,252 | -1.8% | 291,072 | +0.8% | 11.79% | +4.3% |
| Q2 2023 | $20,977,925 | +1.2% | 288,873 | +1.9% | 11.30% | -0.8% |
| Q1 2023 | $20,737,321 | -3.6% | 283,452 | -0.5% | 11.39% | +5.5% |
| Q4 2022 | $21,509,919 | -25.5% | 284,749 | -34.5% | 10.80% | -13.3% |
| Q3 2022 | $28,871,941 | +39.6% | 434,622 | +50.5% | 12.45% | +7.9% |
| Q2 2022 | $20,681,502 | +8.3% | 288,727 | +19.3% | 11.54% | +25.0% |
| Q1 2022 | $19,088,665 | -1.8% | 241,966 | +0.6% | 9.24% | -31.6% |
| Q4 2021 | $19,437,858 | – | 240,478 | – | 13.50% | – |
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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% |