SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,162 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $671,000 | +65.7% | 9,010 | +79.8% | 0.06% | +61.1% |
| Q4 2021 | $405,000 | +8.9% | 5,010 | 0.0% | 0.04% | -2.7% |
| Q3 2021 | $372,000 | -1.8% | 5,010 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $379,000 | +3.8% | 5,010 | +0.2% | 0.04% | +2.8% |
| Q1 2021 | $365,000 | +13.7% | 5,000 | 0.0% | 0.04% | +9.1% |
| Q4 2020 | $321,000 | +15.9% | 5,000 | 0.0% | 0.03% | +6.5% |
| Q3 2020 | $277,000 | +6.9% | 5,000 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $259,000 | – | 5,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |