SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,615 | -4.5% | 36,954 | -2.0% | 0.42% | -1.2% |
| Q2 2023 | $2,737 | +3.1% | 37,690 | +3.9% | 0.42% | -6.7% |
| Q1 2023 | $2,654 | -99.9% | 36,276 | +4.3% | 0.45% | -4.9% |
| Q4 2022 | $2,626,072 | +30.8% | 34,764 | +15.1% | 0.47% | +25.1% |
| Q3 2022 | $2,007,000 | -4.7% | 30,216 | +2.8% | 0.38% | +8.0% |
| Q2 2022 | $2,106,000 | +7.1% | 29,402 | +17.9% | 0.35% | +27.6% |
| Q1 2022 | $1,967,000 | -1.6% | 24,928 | +0.8% | 0.28% | +2.2% |
| Q4 2021 | $1,999,000 | +6.6% | 24,734 | -2.1% | 0.27% | -3.9% |
| Q3 2021 | $1,876,000 | -1.5% | 25,276 | +0.3% | 0.28% | -2.1% |
| Q2 2021 | $1,905,000 | +9.8% | 25,195 | +5.9% | 0.29% | -0.3% |
| Q1 2021 | $1,735,000 | +14.1% | 23,790 | +0.4% | 0.29% | +5.5% |
| Q4 2020 | $1,520,000 | +23.3% | 23,692 | +6.2% | 0.27% | +3.8% |
| Q3 2020 | $1,233,000 | +0.7% | 22,300 | -5.8% | 0.26% | -6.1% |
| Q2 2020 | $1,225,000 | +11.7% | 23,666 | -2.9% | 0.28% | -4.5% |
| Q1 2020 | $1,097,000 | – | 24,384 | – | 0.29% | – |
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% |