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 | $734,985 | +96736.0% | 10,387 | -0.7% | 0.34% | +0.3% |
| Q2 2023 | $759 | -0.8% | 10,456 | +0.0% | 0.34% | -7.9% |
| Q1 2023 | $765 | +3.7% | 10,455 | +7.0% | 0.37% | -3.7% |
| Q4 2022 | $738 | -99.9% | 9,774 | -6.6% | 0.38% | +5.8% |
| Q3 2022 | $695,000 | -7.3% | 10,467 | +0.0% | 0.36% | -2.4% |
| Q2 2022 | $750,000 | -9.2% | 10,466 | +0.0% | 0.37% | +10.8% |
| Q1 2022 | $826,000 | -2.4% | 10,465 | +0.0% | 0.33% | +5.4% |
| Q4 2021 | $846,000 | +8.9% | 10,464 | +0.0% | 0.32% | -3.7% |
| Q3 2021 | $777,000 | -2.9% | 10,463 | +0.0% | 0.33% | 0.0% |
| Q2 2021 | $800,000 | +8.7% | 10,462 | +3.7% | 0.33% | -8.1% |
| Q1 2021 | $736,000 | +14.5% | 10,091 | +0.6% | 0.36% | +8.2% |
| Q4 2020 | $643,000 | +4.0% | 10,031 | +3.4% | 0.33% | +0.9% |
| Q3 2020 | $618,000 | +28.5% | 9,700 | +4.3% | 0.33% | +9.7% |
| Q2 2020 | $481,000 | +12.6% | 9,299 | +10.3% | 0.30% | +3.1% |
| Q1 2020 | $427,000 | +66.8% | 8,433 | +90.6% | 0.29% | +73.1% |
| Q4 2019 | $256,000 | +5.8% | 4,424 | +0.0% | 0.17% | -2.9% |
| Q3 2019 | $242,000 | +2.5% | 4,423 | +0.4% | 0.17% | 0.0% |
| Q2 2019 | $236,000 | +2.6% | 4,405 | 0.0% | 0.17% | -3.9% |
| Q1 2019 | $230,000 | +12.2% | 4,405 | +0.7% | 0.18% | +0.6% |
| Q4 2018 | $205,000 | -4.7% | 4,375 | +0.0% | 0.18% | +17.9% |
| Q3 2018 | $215,000 | -3.6% | 4,374 | +0.0% | 0.15% | +5.6% |
| Q2 2018 | $223,000 | +4.2% | 4,373 | +0.0% | 0.14% | -4.7% |
| Q1 2018 | $214,000 | -5.3% | 4,372 | -1.0% | 0.15% | -16.7% |
| Q4 2017 | $226,000 | – | 4,416 | – | 0.18% | – |
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% |