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 | $9,313,383 | -30.5% | 133,086 | -28.7% | 0.20% | -24.4% |
| Q2 2023 | $13,408,310 | +6.1% | 186,719 | +9.2% | 0.27% | +9.8% |
| Q1 2023 | $12,642,477 | -11.3% | 171,029 | -6.8% | 0.25% | -14.6% |
| Q4 2022 | $14,249,470 | +11.5% | 183,556 | -3.6% | 0.29% | -2.4% |
| Q3 2022 | $12,782,000 | +18.6% | 190,328 | +28.0% | 0.30% | +23.4% |
| Q2 2022 | $10,778,000 | -20.8% | 148,660 | -13.8% | 0.24% | -10.2% |
| Q1 2022 | $13,610,000 | +26.0% | 172,500 | +30.4% | 0.27% | +43.0% |
| Q4 2021 | $10,800,000 | +13.0% | 132,272 | +4.5% | 0.19% | +8.1% |
| Q3 2021 | $9,557,000 | -7.8% | 126,578 | -7.5% | 0.17% | -7.5% |
| Q2 2021 | $10,368,000 | – | 136,778 | – | 0.19% | – |
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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% |