SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
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. | 1,479,869 | $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% |