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 | $26,704,966 | +17100.7% | 377,402 | +12467.5% | 0.07% | +6900.0% |
| Q2 2023 | $155,255 | -70.9% | 3,003 | -58.8% | 0.00% | -50.0% |
| Q1 2023 | $533,556 | -56.5% | 7,293 | -55.1% | 0.00% | -71.4% |
| Q4 2022 | $1,226,467 | -13.0% | 16,236 | -17.5% | 0.01% | -30.0% |
| Q2 2022 | $1,409,000 | -83.7% | 19,674 | -82.0% | 0.01% | -86.3% |
| Q1 2022 | $8,627,000 | -77.6% | 109,350 | -77.1% | 0.07% | -75.5% |
| Q4 2021 | $38,549,000 | +1412.9% | 476,915 | +1289.7% | 0.30% | +831.2% |
| Q3 2021 | $2,548,000 | -80.3% | 34,318 | -83.0% | 0.03% | -82.6% |
| Q4 2020 | $12,922,000 | -40.6% | 201,467 | -48.7% | 0.18% | -40.6% |
| Q3 2020 | $21,736,000 | +99.8% | 393,064 | +87.0% | 0.31% | +93.8% |
| Q2 2020 | $10,879,000 | +135.1% | 210,227 | +104.3% | 0.16% | -15.8% |
| Q1 2020 | $4,628,000 | +21.9% | 102,882 | +56.9% | 0.19% | +59.7% |
| Q4 2019 | $3,798,000 | – | 65,566 | – | 0.12% | – |
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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% |