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 | $777,347 | +16.2% | 10,986 | +19.3% | 0.07% | +23.6% |
| Q2 2023 | $668,991 | +21.7% | 9,212 | +22.6% | 0.06% | +14.6% |
| Q1 2023 | $549,860 | +126304.6% | 7,516 | +30.4% | 0.05% | +23.1% |
| Q4 2022 | $435 | -99.9% | 5,765 | +0.2% | 0.04% | +8.3% |
| Q3 2022 | $382,000 | +27.3% | 5,752 | +37.2% | 0.04% | +38.5% |
| Q2 2022 | $300,000 | -8.5% | 4,193 | +1.0% | 0.03% | +8.3% |
| Q1 2022 | $328,000 | -2.4% | 4,153 | 0.0% | 0.02% | +4.3% |
| Q4 2021 | $336,000 | +9.1% | 4,153 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $308,000 | +4.4% | 4,153 | +6.5% | 0.02% | +4.5% |
| Q2 2021 | $295,000 | +3.9% | 3,898 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $284,000 | +6.8% | 3,898 | -6.0% | 0.02% | 0.0% |
| Q4 2020 | $266,000 | -35.0% | 4,148 | -43.9% | 0.02% | -43.9% |
| Q3 2020 | $409,000 | -2.4% | 7,388 | -8.8% | 0.04% | -10.9% |
| Q2 2020 | $419,000 | +15.1% | 8,098 | 0.0% | 0.05% | -4.2% |
| Q1 2020 | $364,000 | -45.8% | 8,098 | -30.2% | 0.05% | -29.4% |
| Q4 2019 | $672,000 | +99.4% | 11,599 | +88.3% | 0.07% | +83.8% |
| Q3 2019 | $337,000 | +3.1% | 6,159 | 0.0% | 0.04% | +5.7% |
| Q2 2019 | $327,000 | +1.6% | 6,159 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $322,000 | +18.8% | 6,159 | +6.8% | 0.04% | +6.1% |
| Q4 2018 | $271,000 | -11.4% | 5,766 | 0.0% | 0.03% | +10.0% |
| Q3 2018 | $306,000 | +7.7% | 5,766 | 0.0% | 0.03% | +3.4% |
| Q2 2018 | $284,000 | +32.1% | 5,766 | -1.7% | 0.03% | -3.3% |
| Q4 2013 | $215,000 | – | 5,863 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,479,869 | $108,267,251 | 36.83% |
| Kellett Wealth Advisors, LLC | 456,560 | $33,401,963 | 32.12% |
| Rezny Wealth Management, Inc. | 884,342 | $64,698,461 | 23.87% |
| Davidson Capital Management Inc. | 535,358 | $39,166,792 | 23.79% |
| Reitz Capital Advisors LLC | 326,942 | $23,919,089 | 22.07% |
| HHM Wealth Advisors, LLC | 1,344,131 | $98,336,606 | 20.08% |
| Walker Financial Services, Inc. | 265,028 | $19,389,476 | 19.98% |
| Whelan Financial | 486,301 | $35,577,780 | 19.73% |
| WFA Asset Management Corp | 424,139 | $31,030,045 | 19.04% |
| Wealth Management Solutions, LLC | 452,105 | $33,075,969 | 19.04% |