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 | $123,830 | +0.9% | 1,750 | +3.6% | 0.22% | +4.4% |
| Q2 2023 | $122,728 | -1.5% | 1,690 | -0.8% | 0.21% | -5.5% |
| Q1 2023 | $124,591 | +102023.8% | 1,703 | +5.8% | 0.22% | -7.6% |
| Q4 2022 | $122 | -99.9% | 1,609 | -2.2% | 0.24% | +2.6% |
| Q3 2022 | $109,000 | -7.6% | 1,645 | 0.0% | 0.23% | -11.9% |
| Q2 2022 | $118,000 | -11.9% | 1,645 | -3.1% | 0.26% | -0.4% |
| Q1 2022 | $134,000 | +18.6% | 1,697 | +21.0% | 0.26% | +51.4% |
| Q4 2021 | $113,000 | +10.8% | 1,403 | +1.7% | 0.17% | +4.8% |
| Q3 2021 | $102,000 | +12.1% | 1,379 | +14.8% | 0.16% | +8.6% |
| Q2 2021 | $91,000 | +127.5% | 1,201 | +120.0% | 0.15% | +111.1% |
| Q1 2021 | $40,000 | – | 546 | +18100.0% | 0.07% | – |
| Q1 2020 | $0 | – | 3 | – | 0.00% | – |
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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% |