SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,050 | +29.2% | 354 | +32.6% | 0.01% | +25.0% |
| Q2 2023 | $19,390 | -9.2% | 267 | -8.6% | 0.00% | -20.0% |
| Q1 2023 | $21,363 | -56.5% | 292 | -55.1% | 0.01% | -54.5% |
| Q4 2022 | $49,155 | +113.7% | 651 | +87.1% | 0.01% | +83.3% |
| Q3 2022 | $23,000 | -8.0% | 348 | -1.7% | 0.01% | -14.3% |
| Q2 2022 | $25,000 | -10.7% | 354 | +1.7% | 0.01% | -12.5% |
| Q4 2021 | $28,000 | +7.7% | 348 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $26,000 | 0.0% | 348 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 348 | 0.0% | 0.01% | -18.2% |
| Q1 2021 | $25,000 | +47.1% | 348 | +31.8% | 0.01% | +37.5% |
| Q4 2020 | $17,000 | +13.3% | 264 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | 0.0% | 264 | -29.2% | 0.01% | +33.3% |
| Q1 2016 | $15,000 | +7.1% | 373 | 0.0% | 0.01% | -50.0% |
| Q4 2015 | $14,000 | – | 373 | – | 0.01% | – |
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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% |