SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,594,859 | -2.6% | 22,539 | -0.0% | 0.18% | -0.5% |
| Q2 2023 | $1,637,416 | -1.7% | 22,548 | -1.0% | 0.19% | +6.3% |
| Q1 2023 | $1,666,140 | +93714.2% | 22,774 | -3.2% | 0.18% | -6.9% |
| Q4 2022 | $1,776 | -99.9% | 23,520 | -17.3% | 0.19% | -16.4% |
| Q3 2022 | $1,889,000 | -10.0% | 28,440 | -2.9% | 0.22% | -3.8% |
| Q2 2022 | $2,098,000 | -52.3% | 29,284 | -46.8% | 0.23% | +9.3% |
| Q1 2022 | $4,396,000 | +104.2% | 55,068 | +106.8% | 0.21% | +0.5% |
| Q4 2021 | $2,153,000 | +10.0% | 26,635 | +1.1% | 0.21% | -4.9% |
| Q3 2021 | $1,957,000 | +10.0% | 26,355 | +8.0% | 0.22% | -13.2% |
| Q2 2021 | $1,779,000 | 0.0% | 24,399 | 0.0% | 0.26% | -19.1% |
| Q1 2021 | $1,779,000 | +16.2% | 24,399 | +2.2% | 0.32% | +5.3% |
| Q4 2020 | $1,531,000 | +16.2% | 23,873 | +0.2% | 0.30% | -6.5% |
| Q3 2020 | $1,318,000 | +7.1% | 23,830 | +0.2% | 0.32% | -14.7% |
| Q2 2020 | $1,231,000 | +206.2% | 23,784 | +166.3% | 0.38% | +165.7% |
| Q1 2020 | $402,000 | +46.2% | 8,931 | +59.2% | 0.14% | +164.8% |
| Q1 2018 | $275,000 | – | 5,609 | – | 0.05% | – |
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% |