SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,022 | +110660.9% | 10,331 | +13.6% | 0.13% | +119.0% |
| Q2 2023 | $660 | +2.8% | 9,093 | +3.7% | 0.06% | +11.5% |
| Q1 2023 | $642 | -100.0% | 8,769 | +16.9% | 0.05% | +4.0% |
| Q4 2022 | $566,798,750 | +120495.5% | 7,503 | +6.0% | 0.05% | +8.7% |
| Q3 2022 | $470,000 | +13.5% | 7,076 | -46.5% | 0.05% | +9.5% |
| Q2 2022 | $414,000 | +45.3% | 13,235 | +266.7% | 0.04% | +75.0% |
| Q1 2022 | $285,000 | -18.1% | 3,609 | -16.2% | 0.02% | -20.0% |
| Q4 2021 | $348,000 | +8.8% | 4,309 | 0.0% | 0.03% | -14.3% |
| Q3 2021 | $320,000 | -13.5% | 4,309 | -15.1% | 0.04% | -25.5% |
| Q1 2021 | $370,000 | +16.0% | 5,074 | +0.6% | 0.05% | +4.4% |
| Q4 2020 | $319,000 | – | 5,044 | – | 0.04% | – |
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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% |