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 | $8,901,459 | +10.8% | 125,798 | +13.7% | 0.57% | +18.8% |
| Q2 2023 | $8,033,983 | +1.8% | 110,630 | +2.5% | 0.48% | -6.8% |
| Q1 2023 | $7,894,725 | -3.4% | 107,910 | -0.3% | 0.52% | -14.7% |
| Q4 2022 | $8,174,876 | +24.9% | 108,219 | +9.8% | 0.61% | -4.6% |
| Q3 2022 | $6,545,000 | -6.2% | 98,526 | +1.1% | 0.64% | -3.3% |
| Q2 2022 | $6,980,000 | -2.7% | 97,443 | +7.1% | 0.66% | +17.1% |
| Q1 2022 | $7,177,000 | -2.2% | 90,979 | +0.2% | 0.56% | +0.4% |
| Q4 2021 | $7,342,000 | +3011.0% | 90,830 | +2760.8% | 0.56% | +2140.0% |
| Q3 2021 | $236,000 | +11.3% | 3,175 | +9.3% | 0.02% | +56.2% |
| Q1 2021 | $212,000 | – | 2,904 | – | 0.02% | – |
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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% |