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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,014,004 | +3.9% | 70,859 | +6.7% | 0.62% | +1.3% |
| Q2 2023 | $4,824,005 | +3.4% | 66,428 | +4.2% | 0.62% | -0.3% |
| Q1 2023 | $4,664,863 | -5.4% | 63,762 | -2.4% | 0.62% | -9.5% |
| Q4 2022 | $4,933,406 | +3.2% | 65,309 | -9.2% | 0.68% | -9.4% |
| Q3 2022 | $4,780,000 | -2.5% | 71,948 | +5.1% | 0.75% | +1.6% |
| Q2 2022 | $4,903,000 | -4.3% | 68,455 | +5.4% | 0.74% | +8.8% |
| Q1 2022 | $5,122,000 | +1.2% | 64,931 | +3.7% | 0.68% | +6.2% |
| Q4 2021 | $5,062,000 | +9.7% | 62,625 | +0.7% | 0.64% | +1.7% |
| Q3 2021 | $4,616,000 | +1.9% | 62,182 | +3.8% | 0.63% | +2.3% |
| Q2 2021 | $4,530,000 | +14.6% | 59,903 | -2.8% | 0.62% | +5.5% |
| Q4 2020 | $3,954,000 | +8.5% | 61,645 | -6.4% | 0.58% | -4.9% |
| Q3 2020 | $3,644,000 | +1.6% | 65,888 | -4.9% | 0.62% | -3.8% |
| Q2 2020 | $3,586,000 | +10.5% | 69,302 | -3.9% | 0.64% | -14.6% |
| Q1 2020 | $3,245,000 | +11489.3% | 72,149 | +14684.6% | 0.75% | +9250.0% |
| Q4 2019 | $28,000 | +7.7% | 488 | +1.5% | 0.01% | 0.0% |
| Q3 2019 | $26,000 | +4.0% | 481 | +0.6% | 0.01% | 0.0% |
| Q2 2019 | $25,000 | +257.1% | 478 | +243.9% | 0.01% | +166.7% |
| Q4 2018 | $7,000 | -73.1% | 139 | -71.4% | 0.00% | -70.0% |
| Q3 2018 | $26,000 | – | 486 | – | 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% |