SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,948,293 | +2.0% | 55,798 | +4.7% | 0.26% | +1.5% |
| Q2 2023 | $3,871,696 | -23.2% | 53,314 | -22.6% | 0.26% | -28.5% |
| Q1 2023 | $5,039,856 | +3.3% | 68,888 | +6.6% | 0.36% | -1.1% |
| Q4 2022 | $4,880,854 | +27.9% | 64,613 | +12.5% | 0.37% | +23.8% |
| Q3 2022 | $3,817,000 | +0.5% | 57,455 | +8.4% | 0.30% | +8.0% |
| Q2 2022 | $3,798,000 | +52.2% | 53,017 | +67.6% | 0.28% | +72.5% |
| Q1 2022 | $2,496,000 | +882.7% | 31,636 | +906.6% | 0.16% | +841.2% |
| Q4 2021 | $254,000 | – | 3,143 | – | 0.02% | – |
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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% |