SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,179,674 | -4.6% | 16,671 | -2.1% | 0.88% | -2.2% |
| Q2 2023 | $1,236,878 | -1.0% | 17,030 | -0.3% | 0.90% | -7.0% |
| Q1 2023 | $1,249,199 | -0.6% | 17,074 | +2.6% | 0.96% | -13.4% |
| Q4 2022 | $1,256,859 | +8.2% | 16,639 | -4.8% | 1.11% | -0.4% |
| Q3 2022 | $1,162,000 | -7.1% | 17,482 | +0.1% | 1.12% | +0.1% |
| Q2 2022 | $1,251,000 | +11.5% | 17,460 | +22.7% | 1.12% | +33.7% |
| Q1 2022 | $1,122,000 | -3.3% | 14,226 | -0.8% | 0.83% | +4.6% |
| Q4 2021 | $1,160,000 | +4.8% | 14,342 | -3.8% | 0.80% | -5.7% |
| Q3 2021 | $1,107,000 | +97.0% | 14,915 | +100.4% | 0.84% | +92.9% |
| Q2 2021 | $562,000 | -41.6% | 7,443 | -43.6% | 0.44% | -45.8% |
| Q1 2021 | $962,000 | +5.3% | 13,202 | -7.5% | 0.81% | +2.9% |
| Q4 2020 | $914,000 | +8.2% | 14,266 | -6.7% | 0.78% | +2.2% |
| Q3 2020 | $845,000 | +0.2% | 15,296 | -6.1% | 0.77% | -6.2% |
| Q2 2020 | $843,000 | +9.3% | 16,294 | -5.0% | 0.82% | -13.9% |
| Q1 2020 | $771,000 | -5.5% | 17,156 | +21.6% | 0.95% | +15.6% |
| Q4 2019 | $816,000 | – | 14,114 | – | 0.82% | – |
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% |