SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,162 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 | $338,828 | +465.4% | 4,788 | +480.4% | 0.05% | +525.0% |
| Q2 2023 | $59,931 | -0.7% | 825 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $60,366 | -1.3% | 825 | +1.9% | 0.01% | -10.0% |
| Q4 2022 | $61,187 | +17.7% | 810 | +2.5% | 0.01% | -9.1% |
| Q3 2022 | $52,000 | -3.7% | 790 | +3.9% | 0.01% | +10.0% |
| Q2 2022 | $54,000 | -6.9% | 760 | +2.7% | 0.01% | -9.1% |
| Q1 2022 | $58,000 | +7.4% | 740 | +11.3% | 0.01% | +10.0% |
| Q4 2021 | $54,000 | +10.2% | 665 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $49,000 | +2.1% | 665 | +3.9% | 0.01% | 0.0% |
| Q2 2021 | $48,000 | +9.1% | 640 | +6.7% | 0.01% | 0.0% |
| Q1 2021 | $44,000 | +33.3% | 600 | +15.4% | 0.01% | +25.0% |
| Q4 2020 | $33,000 | +17.9% | 520 | +2.0% | 0.01% | -11.1% |
| Q3 2020 | $28,000 | +21.7% | 510 | +10.9% | 0.01% | +12.5% |
| Q2 2020 | $23,000 | +15.0% | 460 | +3.4% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | -16.7% | 445 | +6.0% | 0.01% | -33.3% |
| Q4 2019 | $24,000 | – | 420 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |