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 | $19,584,951 | +4.7% | 276,780 | +7.4% | 9.46% | -13.0% |
| Q2 2023 | $18,712,373 | +10.1% | 257,675 | +10.9% | 10.88% | +4.1% |
| Q1 2023 | $16,994,662 | +0.1% | 232,294 | +3.3% | 10.46% | -5.1% |
| Q4 2022 | $16,982,957 | +16.5% | 224,820 | +2.4% | 11.02% | +13.6% |
| Q3 2022 | $14,581,000 | -3.3% | 219,506 | +4.2% | 9.70% | +4.5% |
| Q2 2022 | $15,085,000 | -2.6% | 210,600 | +7.3% | 9.28% | -13.3% |
| Q1 2022 | $15,481,000 | +0.4% | 196,239 | +2.8% | 10.70% | +7.7% |
| Q4 2021 | $15,423,000 | – | 190,803 | – | 9.93% | – |
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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% |