SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,796 | -25.6% | 732 | -23.7% | 0.01% | -20.0% |
| Q2 2023 | $69,643 | -0.7% | 959 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $70,160 | -3.2% | 959 | 0.0% | 0.01% | -15.4% |
| Q4 2022 | $72,443 | +13.2% | 959 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $64,000 | -7.2% | 959 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $69,000 | -8.0% | 959 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $75,000 | -2.6% | 954 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $77,000 | +8.5% | 954 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $71,000 | -1.4% | 954 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $72,000 | +35.8% | 954 | +31.2% | 0.02% | +25.0% |
| Q1 2021 | $53,000 | +783.3% | 727 | +716.9% | 0.01% | +1100.0% |
| Q4 2020 | $6,000 | +20.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | +150.0% | 89 | +196.7% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 30 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | -100.0% |
| Q3 2019 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -50.0% | 30 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | -50.0% | 30 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2015 | $1,000 | – | 30 | – | 0.00% | – |
Download | ||||||
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% |