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 | $4,527,154 | -6.9% | 63,979 | -4.4% | 3.93% | +2.3% |
| Q2 2023 | $4,861,909 | +12.1% | 66,950 | +13.0% | 3.84% | +0.5% |
| Q1 2023 | $4,335,681 | -2.1% | 59,263 | +1.1% | 3.82% | +45.6% |
| Q4 2022 | $4,428,230 | +7.9% | 58,621 | -5.1% | 2.63% | +27.8% |
| Q3 2022 | $4,104,000 | -13.1% | 61,785 | -6.3% | 2.06% | -0.4% |
| Q2 2022 | $4,724,000 | -0.6% | 65,946 | +9.4% | 2.06% | +14.7% |
| Q1 2022 | $4,754,000 | – | 60,263 | – | 1.80% | – |
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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% |