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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $865,557 | +22.3% | 11,919 | +23.2% | 0.00% | 0.0% |
| Q1 2023 | $707,969 | -5.1% | 9,677 | -2.0% | 0.00% | 0.0% |
| Q4 2022 | $746,184 | +9.3% | 9,878 | -3.8% | 0.00% | 0.0% |
| Q3 2022 | $683,000 | -11.2% | 10,273 | -4.3% | 0.00% | 0.0% |
| Q2 2022 | $769,000 | -29.3% | 10,734 | -22.1% | 0.00% | -25.0% |
| Q1 2022 | $1,087,000 | -3.5% | 13,784 | -1.1% | 0.00% | 0.0% |
| Q4 2021 | $1,126,000 | +21.5% | 13,935 | +11.6% | 0.00% | +33.3% |
| Q3 2021 | $927,000 | +7.7% | 12,482 | +9.6% | 0.00% | 0.0% |
| Q2 2021 | $861,000 | +3.1% | 11,385 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $835,000 | +10.6% | 11,447 | -2.7% | 0.00% | 0.0% |
| Q4 2020 | $755,000 | – | 11,770 | – | 0.00% | – |
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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% |