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 | $204,297 | -9.7% | 2,887 | -7.3% | 0.01% | -6.7% |
| Q2 2023 | $226,317 | -10.1% | 3,116 | -9.5% | 0.02% | -11.8% |
| Q1 2023 | $251,800 | -83.2% | 3,442 | -84.8% | 0.02% | -84.7% |
| Q3 2022 | $1,503,000 | +18.4% | 22,628 | +27.8% | 0.11% | +19.4% |
| Q2 2022 | $1,269,000 | -25.8% | 17,710 | -18.4% | 0.09% | -19.1% |
| Q1 2022 | $1,711,000 | +707.1% | 21,694 | +444.0% | 0.12% | +248.5% |
| Q2 2019 | $212,000 | +2.4% | 3,988 | -1.3% | 0.03% | -48.4% |
| Q4 2017 | $207,000 | – | 4,040 | – | 0.06% | – |
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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% |