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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $490,000 | +7.5% | 6,058 | -1.3% | 0.08% | -4.9% |
| Q3 2021 | $456,000 | 0.0% | 6,137 | +1.8% | 0.08% | -1.2% |
| Q2 2021 | $456,000 | +2.5% | 6,030 | -1.2% | 0.08% | -5.7% |
| Q1 2021 | $445,000 | +14.4% | 6,102 | +0.7% | 0.09% | +8.6% |
| Q4 2020 | $389,000 | +17.9% | 6,060 | +1.5% | 0.08% | +237.5% |
| Q3 2020 | $330,000 | +8.9% | 5,971 | +1.9% | 0.02% | +4.3% |
| Q2 2020 | $303,000 | +4.5% | 5,857 | -9.1% | 0.02% | -32.4% |
| Q1 2020 | $290,000 | -31.6% | 6,441 | -12.0% | 0.03% | -68.8% |
| Q4 2019 | $424,000 | +6.3% | 7,322 | +0.4% | 0.11% | 0.0% |
| Q3 2019 | $399,000 | +1.3% | 7,290 | -1.9% | 0.11% | -1.8% |
| Q2 2019 | $394,000 | +4.0% | 7,433 | +2.6% | 0.11% | 0.0% |
| Q1 2019 | $379,000 | +18.1% | 7,243 | +5.9% | 0.11% | +4.7% |
| Q4 2018 | $321,000 | -10.1% | 6,838 | +1.5% | 0.11% | -2.8% |
| Q3 2018 | $357,000 | +17.4% | 6,737 | +9.3% | 0.11% | +6.9% |
| Q2 2018 | $304,000 | +3.8% | 6,162 | +3.2% | 0.10% | +1.0% |
| Q1 2018 | $293,000 | -2.7% | 5,969 | +1.5% | 0.10% | -1.9% |
| Q4 2017 | $301,000 | +6.7% | 5,878 | -2.5% | 0.10% | +1.0% |
| Q3 2017 | $282,000 | +29.4% | 6,029 | +24.8% | 0.10% | +24.4% |
| Q2 2017 | $218,000 | – | 4,830 | – | 0.08% | – |
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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% |