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 | $959,789 | -4.0% | 13,564 | -1.5% | 0.26% | -6.2% |
| Q2 2023 | $999,760 | -0.7% | 13,767 | 0.0% | 0.28% | -7.4% |
| Q1 2023 | $1,007,194 | +96745.6% | 13,767 | 0.0% | 0.30% | -13.6% |
| Q4 2022 | $1,040 | -99.9% | 13,767 | 0.0% | 0.34% | -26.4% |
| Q2 2022 | $986,000 | -9.2% | 13,767 | 0.0% | 0.47% | +17.2% |
| Q1 2022 | $1,086,000 | -2.4% | 13,767 | 0.0% | 0.40% | -12.1% |
| Q4 2021 | $1,113,000 | +13.3% | 13,767 | +4.1% | 0.46% | +47.7% |
| Q3 2021 | $982,000 | -2.1% | 13,221 | 0.0% | 0.31% | -4.3% |
| Q2 2021 | $1,003,000 | -1.1% | 13,221 | 0.0% | 0.32% | -0.6% |
| Q1 2021 | $1,014,000 | – | 13,221 | – | 0.32% | – |
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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% |