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 | $3,803,983 | -7.5% | 53,759 | -5.1% | 0.99% | -4.3% |
| Q2 2023 | $4,112,403 | +2.4% | 56,629 | +3.2% | 1.04% | -0.5% |
| Q1 2023 | $4,014,376 | +1.2% | 54,871 | +4.5% | 1.04% | -2.8% |
| Q4 2022 | $3,967,769 | +20.2% | 52,525 | +5.7% | 1.07% | +6.1% |
| Q3 2022 | $3,302,000 | +0.0% | 49,700 | +7.9% | 1.01% | +1.9% |
| Q2 2022 | $3,301,000 | -0.1% | 46,079 | +10.1% | 0.99% | +6.3% |
| Q1 2022 | $3,303,000 | +13.7% | 41,867 | +16.5% | 0.93% | +6.1% |
| Q4 2021 | $2,905,000 | +29.6% | 35,937 | +19.0% | 0.88% | +16.1% |
| Q3 2021 | $2,242,000 | +13.7% | 30,202 | +15.8% | 0.76% | +11.0% |
| Q2 2021 | $1,972,000 | +30.8% | 26,073 | +26.1% | 0.68% | +20.1% |
| Q1 2021 | $1,508,000 | +66.1% | 20,681 | +46.1% | 0.57% | +59.1% |
| Q4 2020 | $908,000 | +205.7% | 14,153 | +163.1% | 0.36% | +147.9% |
| Q3 2020 | $297,000 | – | 5,379 | – | 0.14% | – |
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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% |