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 | $282,187 | +22.2% | 3,988 | +25.4% | 0.01% | +22.2% |
| Q2 2023 | $230,988 | -26.1% | 3,181 | -25.5% | 0.01% | -25.0% |
| Q1 2023 | $312,357 | -28.8% | 4,269 | -26.5% | 0.01% | -29.4% |
| Q4 2022 | $438,534 | +51.2% | 5,805 | +33.0% | 0.02% | +41.7% |
| Q3 2022 | $290,000 | -19.7% | 4,365 | -13.4% | 0.01% | -20.0% |
| Q2 2022 | $361,000 | +29.4% | 5,040 | +42.4% | 0.02% | +50.0% |
| Q1 2022 | $279,000 | +31.0% | 3,540 | +25.9% | 0.01% | +25.0% |
| Q2 2021 | $213,000 | -46.3% | 2,812 | -54.6% | 0.01% | -52.9% |
| Q4 2020 | $397,000 | +475.4% | 6,192 | +373.0% | 0.02% | +325.0% |
| Q2 2019 | $69,000 | +76.9% | 1,309 | +77.1% | 0.00% | +100.0% |
| Q1 2019 | $39,000 | -68.8% | 739 | -72.2% | 0.00% | -75.0% |
| Q4 2018 | $125,000 | -26.5% | 2,658 | -17.2% | 0.01% | -11.1% |
| Q3 2018 | $170,000 | +277.8% | 3,209 | +248.0% | 0.01% | +200.0% |
| Q2 2018 | $45,000 | -41.6% | 922 | -7.8% | 0.00% | -40.0% |
| Q1 2018 | $77,000 | – | 1,000 | – | 0.01% | – |
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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% |