SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,355 | -6.0% | 259,405 | -3.5% | 0.28% | -7.8% |
| Q2 2023 | $19,524 | +11.6% | 268,850 | +12.5% | 0.31% | +2.7% |
| Q1 2023 | $17,488 | -99.9% | 239,042 | +5.3% | 0.30% | -1.0% |
| Q4 2022 | $17,146,000 | -99.9% | 226,984 | -14.2% | 0.30% | -13.1% |
| Q3 2022 | $17,573,000,000 | +77815.2% | 264,539 | -16.0% | 0.35% | -19.9% |
| Q2 2022 | $22,554,000 | -7.7% | 314,875 | +1.6% | 0.44% | +1.9% |
| Q1 2022 | $24,439,000 | -99.9% | 309,782 | +0.3% | 0.43% | -2.7% |
| Q4 2021 | $24,960,000,000 | +236712.1% | 308,795 | +117.5% | 0.44% | +108.0% |
| Q3 2021 | $10,540,000 | +12.1% | 141,972 | +14.2% | 0.21% | +6.0% |
| Q2 2021 | $9,402,000 | +110.0% | 124,332 | +102.5% | 0.20% | +83.5% |
| Q1 2021 | $4,478,000 | +122.5% | 61,413 | +95.7% | 0.11% | +94.6% |
| Q4 2020 | $2,013,000 | – | 31,378 | – | 0.06% | – |
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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% |