SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,885,444 | -8.6% | 182,101 | -6.2% | 0.88% | -7.2% |
| Q2 2023 | $14,104,429 | +0.5% | 194,222 | +1.3% | 0.95% | -6.6% |
| Q1 2023 | $14,028,248 | -11.6% | 191,748 | -8.7% | 1.01% | -17.6% |
| Q4 2022 | $15,865,717 | +16.2% | 210,031 | +2.2% | 1.23% | +8.5% |
| Q3 2022 | $13,656,000 | -8.4% | 205,574 | -1.2% | 1.13% | -9.2% |
| Q2 2022 | $14,902,000 | +13.9% | 208,043 | +25.4% | 1.25% | +20.5% |
| Q1 2022 | $13,089,000 | +27.7% | 165,914 | +23.0% | 1.04% | +13.7% |
| Q4 2021 | $10,246,000 | +1.9% | 134,864 | +0.9% | 0.91% | +7.7% |
| Q3 2021 | $10,053,000 | -1.9% | 133,628 | -0.9% | 0.85% | -7.0% |
| Q2 2021 | $10,246,000 | +37.2% | 134,864 | +34.1% | 0.91% | +19.0% |
| Q1 2021 | $7,466,000 | +397.7% | 100,544 | +246.8% | 0.76% | +255.8% |
| Q2 2020 | $1,500,000 | +88.9% | 28,994 | +64.2% | 0.22% | +2.9% |
| Q1 2020 | $794,000 | – | 17,654 | – | 0.21% | – |
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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% |