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 | $4,166,463 | +0.9% | 58,882 | +3.6% | 0.29% | +8.5% |
Q2 2023 | $4,127,642 | +11.1% | 56,839 | +11.9% | 0.27% | +32.4% |
Q1 2023 | $3,715,225 | +1739.1% | 50,782 | +1799.1% | 0.20% | +1469.2% |
Q4 2022 | $202,013 | -24.3% | 2,674 | -28.1% | 0.01% | -31.6% |
Q2 2022 | $267,000 | -10.4% | 3,721 | -1.5% | 0.02% | +5.6% |
Q1 2022 | $298,000 | -4.2% | 3,778 | -1.9% | 0.02% | -5.3% |
Q4 2021 | $311,000 | – | 3,852 | – | 0.02% | – |
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% |