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 | $6,324,821 | +4.2% | 89,384 | +6.9% | 2.10% | +8.3% |
| Q2 2023 | $6,071,459 | +0.5% | 83,606 | +1.3% | 1.94% | -12.0% |
| Q1 2023 | $6,038,584 | -33.7% | 82,539 | -31.5% | 2.21% | -39.4% |
| Q4 2022 | $9,107,301 | +8.8% | 120,563 | -4.3% | 3.64% | +5.9% |
| Q3 2022 | $8,371,000 | -7.1% | 126,013 | +0.2% | 3.44% | -3.8% |
| Q2 2022 | $9,010,000 | -3.7% | 125,785 | +6.1% | 3.58% | +13.2% |
| Q1 2022 | $9,355,000 | +5.7% | 118,582 | +8.3% | 3.16% | +8.8% |
| Q4 2021 | $8,847,000 | +7.5% | 109,446 | -1.2% | 2.90% | -2.8% |
| Q3 2021 | $8,227,000 | -1.8% | 110,822 | +0.1% | 2.99% | -17.7% |
| Q2 2021 | $8,374,000 | +31.1% | 110,737 | +26.4% | 3.63% | +28.2% |
| Q1 2021 | $6,389,000 | +182.6% | 87,617 | +148.5% | 2.83% | +157.2% |
| Q4 2020 | $2,261,000 | +41.0% | 35,256 | +21.6% | 1.10% | +16.5% |
| Q3 2020 | $1,603,000 | +15.9% | 28,990 | +8.5% | 0.94% | -4.7% |
| Q2 2020 | $1,383,000 | -62.2% | 26,719 | -67.1% | 0.99% | -58.9% |
| Q1 2020 | $3,654,000 | -24.1% | 81,231 | -2.3% | 2.41% | -12.9% |
| Q4 2019 | $4,813,000 | – | 83,102 | – | 2.77% | – |
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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% |