SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,148 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,226,934 | -1.5% | 80,079 | +2.2% | 1.05% | -3.5% |
| Q1 2024 | $6,319,354 | +5.9% | 78,375 | -0.0% | 1.09% | -3.5% |
| Q4 2023 | $5,969,069 | +10.3% | 78,406 | +2.5% | 1.12% | -3.1% |
| Q3 2023 | $5,412,754 | -2.3% | 76,495 | +0.3% | 1.16% | -4.0% |
| Q2 2023 | $5,538,541 | -5.0% | 76,267 | -4.3% | 1.21% | -32.3% |
| Q1 2023 | $5,832,187 | +30.2% | 79,718 | +34.4% | 1.79% | +12.1% |
| Q4 2022 | $4,480,070 | +14.3% | 59,307 | +0.5% | 1.59% | -2.3% |
| Q3 2022 | $3,918,000 | -7.4% | 58,983 | +12.6% | 1.63% | -13.3% |
| Q4 2021 | $4,233,000 | – | 52,374 | – | 1.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |