SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,129,730 | -1.5% | 185,553 | +1.1% | 2.36% | +4.0% |
| Q2 2023 | $13,333,468 | -1.7% | 183,606 | -1.0% | 2.27% | -6.7% |
| Q1 2023 | $13,569,936 | -5.7% | 185,483 | -2.6% | 2.43% | -12.8% |
| Q4 2022 | $14,385,309 | +22.3% | 190,433 | +7.5% | 2.79% | +8.7% |
| Q3 2022 | $11,764,000 | -12.4% | 177,090 | -5.5% | 2.56% | -8.2% |
| Q2 2022 | $13,430,000 | -6.3% | 187,493 | +3.2% | 2.79% | +8.9% |
| Q1 2022 | $14,330,000 | +12.1% | 181,646 | +14.9% | 2.56% | +13.7% |
| Q4 2021 | $12,779,000 | +18.0% | 158,097 | +10.0% | 2.26% | +8.2% |
| Q3 2021 | $10,826,000 | – | 143,758 | – | 2.08% | – |
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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% |