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 | $3,454 | -6.9% | 48,808 | -4.5% | 0.17% | -2.8% |
| Q2 2023 | $3,710 | +3.2% | 51,085 | +4.0% | 0.18% | -1.7% |
| Q1 2023 | $3,595 | +7.0% | 49,141 | +10.5% | 0.18% | -2.7% |
| Q4 2022 | $3,359 | -99.8% | 44,461 | +55.7% | 0.18% | +72.9% |
| Q3 2022 | $1,897,000 | +196.9% | 28,550 | +219.8% | 0.11% | +205.7% |
| Q2 2022 | $639,000 | +0.8% | 8,927 | +11.1% | 0.04% | +20.7% |
| Q1 2022 | $634,000 | +30.5% | 8,034 | +33.6% | 0.03% | +38.1% |
| Q4 2021 | $486,000 | +67.0% | 6,012 | +53.6% | 0.02% | +50.0% |
| Q3 2021 | $291,000 | -8.8% | 3,914 | -35.9% | 0.01% | -58.8% |
| Q1 2019 | $319,000 | +11.1% | 6,108 | +0.1% | 0.03% | -8.1% |
| Q4 2018 | $287,000 | +16.7% | 6,100 | +31.5% | 0.04% | +32.1% |
| Q3 2018 | $246,000 | +12.8% | 4,640 | +4.7% | 0.03% | +3.7% |
| Q2 2018 | $218,000 | – | 4,431 | – | 0.03% | – |
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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% |