SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,844,000 | -12.5% | 167,387 | -10.2% | 0.74% | -1.6% |
| Q2 2023 | $13,542,000 | +688009.8% | 186,479 | +593.3% | 0.76% | +396.7% |
| Q1 2023 | $1,968 | -86.5% | 26,897 | -86.0% | 0.15% | -83.9% |
| Q4 2022 | $14,552 | -99.3% | 192,636 | +555.6% | 0.94% | +378.2% |
| Q3 2022 | $1,952,000 | +42.9% | 29,381 | +73.8% | 0.20% | +152.6% |
| Q4 2021 | $1,366,000 | -62.5% | 16,903 | -64.2% | 0.08% | -38.6% |
| Q1 2021 | $3,641,000 | +226.3% | 47,239 | +171.5% | 0.13% | +164.6% |
| Q4 2020 | $1,116,000 | +6.7% | 17,399 | -8.0% | 0.05% | -7.7% |
| Q3 2020 | $1,046,000 | +371.2% | 18,921 | +341.6% | 0.05% | +333.3% |
| Q2 2020 | $222,000 | +276.3% | 4,285 | +229.1% | 0.01% | +200.0% |
| Q1 2020 | $59,000 | -97.4% | 1,302 | -96.7% | 0.00% | -97.7% |
| Q4 2019 | $2,263,000 | +33.7% | 39,068 | +26.4% | 0.17% | +22.9% |
| Q3 2019 | $1,693,000 | -70.2% | 30,907 | -71.6% | 0.14% | -78.0% |
| Q1 2019 | $5,684,000 | +82.6% | 108,717 | +64.1% | 0.64% | +44.0% |
| Q4 2018 | $3,112,000 | – | 66,253 | – | 0.44% | – |
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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% |