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 | $15,936,638 | -10.8% | 225,221 | -8.4% | 0.77% | -5.9% |
| Q2 2023 | $17,860,583 | +6578.7% | 245,946 | +6629.0% | 0.82% | +5757.1% |
| Q1 2023 | $267,425 | -8.1% | 3,655 | -5.2% | 0.01% | -12.5% |
| Q4 2022 | $291,107 | +20.8% | 3,854 | +6.3% | 0.02% | +6.7% |
| Q3 2022 | $241,000 | +3.4% | 3,626 | +11.5% | 0.02% | +15.4% |
| Q2 2022 | $233,000 | -19.1% | 3,253 | -10.9% | 0.01% | -7.1% |
| Q1 2022 | $288,000 | +13.4% | 3,650 | +16.1% | 0.01% | +16.7% |
| Q4 2021 | $254,000 | +6.7% | 3,143 | -0.0% | 0.01% | -7.7% |
| Q2 2021 | $238,000 | +3.9% | 3,144 | +0.1% | 0.01% | -7.1% |
| Q1 2021 | $229,000 | +13.9% | 3,141 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $201,000 | – | 3,131 | – | 0.01% | – |
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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% |