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 | $21,439,228 | -1.0% | 302,985 | +1.6% | 2.95% | +0.3% |
| Q2 2023 | $21,661,993 | +0.1% | 298,292 | +0.9% | 2.94% | -1.2% |
| Q1 2023 | $21,631,036 | +2.5% | 295,668 | +5.9% | 2.98% | -2.8% |
| Q4 2022 | $21,099,279 | +22.8% | 279,313 | +8.0% | 3.07% | +13.2% |
| Q3 2022 | $17,177,000 | -2.0% | 258,576 | +5.6% | 2.71% | +2.4% |
| Q2 2022 | $17,535,000 | -3.6% | 244,805 | +6.2% | 2.65% | +7.0% |
| Q1 2022 | $18,189,000 | +4.3% | 230,566 | +6.9% | 2.47% | +6.0% |
| Q4 2021 | $17,437,000 | +21.8% | 215,721 | +11.9% | 2.33% | +9.5% |
| Q3 2021 | $14,314,000 | +15.4% | 192,803 | +17.6% | 2.13% | +13.4% |
| Q2 2021 | $12,402,000 | +13.1% | 164,000 | +9.1% | 1.88% | +1.5% |
| Q1 2021 | $10,964,000 | +32.8% | 150,360 | +16.8% | 1.85% | +15.0% |
| Q4 2020 | $8,257,000 | +36.8% | 128,731 | +17.9% | 1.61% | +10.2% |
| Q3 2020 | $6,036,000 | +66.3% | 109,153 | +55.6% | 1.46% | +21.4% |
| Q2 2020 | $3,630,000 | +27.3% | 70,135 | +20.3% | 1.20% | +19.2% |
| Q1 2020 | $2,852,000 | -2.0% | 58,297 | +16.0% | 1.01% | +16.8% |
| Q4 2019 | $2,910,000 | +13.3% | 50,255 | +7.2% | 0.86% | -5.1% |
| Q3 2019 | $2,568,000 | -38.5% | 46,882 | -38.5% | 0.91% | -43.3% |
| Q2 2019 | $4,177,000 | +93.0% | 76,201 | +84.1% | 1.60% | +82.2% |
| Q1 2019 | $2,164,000 | +61.3% | 41,396 | +44.9% | 0.88% | +34.4% |
| Q4 2018 | $1,342,000 | -5.4% | 28,573 | +6.8% | 0.66% | +64.2% |
| Q3 2018 | $1,418,000 | +3.1% | 26,762 | -4.2% | 0.40% | -6.1% |
| Q2 2018 | $1,376,000 | +24.1% | 27,921 | +23.4% | 0.42% | +10.4% |
| Q1 2018 | $1,109,000 | +19.2% | 22,627 | +24.6% | 0.38% | +15.6% |
| Q4 2017 | $930,000 | +19.7% | 18,166 | +9.5% | 0.33% | +8.1% |
| Q3 2017 | $777,000 | +54.8% | 16,597 | +49.0% | 0.31% | +43.9% |
| Q2 2017 | $502,000 | +39.8% | 11,139 | +38.3% | 0.21% | +32.1% |
| Q1 2017 | $359,000 | +61.7% | 8,054 | +57.8% | 0.16% | +55.8% |
| Q4 2016 | $222,000 | +63.2% | 5,103 | +44.7% | 0.10% | +50.7% |
| Q4 2015 | $136,000 | – | 3,526 | – | 0.07% | – |
Download | ||||||
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% |