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 | $4,964,543 | -3.8% | 70,160 | -1.3% | 1.94% | -0.9% |
| Q2 2023 | $5,159,543 | +1.9% | 71,049 | +2.6% | 1.95% | -2.1% |
| Q1 2023 | $5,064,365 | -2.4% | 69,223 | +0.8% | 1.99% | -9.1% |
| Q4 2022 | $5,188,240 | +23.8% | 68,682 | +8.9% | 2.19% | +14.9% |
| Q3 2022 | $4,190,000 | -1.6% | 63,083 | +6.2% | 1.91% | +4.5% |
| Q2 2022 | $4,256,000 | -2.3% | 59,428 | +7.6% | 1.82% | +12.5% |
| Q1 2022 | $4,357,000 | -3.7% | 55,238 | -1.3% | 1.62% | -0.6% |
| Q4 2021 | $4,525,000 | +7.8% | 55,990 | -1.0% | 1.63% | -0.3% |
| Q3 2021 | $4,198,000 | -9.9% | 56,557 | -8.3% | 1.64% | -6.0% |
| Q2 2021 | $4,661,000 | +3.8% | 61,645 | +0.1% | 1.74% | -1.4% |
| Q1 2021 | $4,490,000 | +15.3% | 61,583 | +1.4% | 1.76% | +13.5% |
| Q4 2020 | $3,895,000 | +2.9% | 60,732 | -11.3% | 1.56% | +2.3% |
| Q3 2020 | $3,787,000 | +8.4% | 68,482 | +1.4% | 1.52% | +0.2% |
| Q2 2020 | $3,495,000 | +13.9% | 67,549 | -1.0% | 1.52% | -2.0% |
| Q1 2020 | $3,068,000 | -24.8% | 68,217 | -3.1% | 1.55% | -13.8% |
| Q4 2019 | $4,078,000 | +8.1% | 70,407 | +2.2% | 1.80% | +2.2% |
| Q3 2019 | $3,772,000 | -8.6% | 68,860 | -11.4% | 1.76% | -3.9% |
| Q2 2019 | $4,126,000 | -28.3% | 77,753 | -29.4% | 1.83% | -25.6% |
| Q1 2019 | $5,758,000 | +16.6% | 110,137 | +4.7% | 2.46% | +0.0% |
| Q4 2018 | $4,940,000 | -8.3% | 105,164 | +3.5% | 2.46% | +3.5% |
| Q3 2018 | $5,387,000 | +13.1% | 101,632 | +5.2% | 2.37% | +5.6% |
| Q2 2018 | $4,761,000 | -6.7% | 96,585 | -7.2% | 2.25% | -16.6% |
| Q1 2018 | $5,104,000 | +4.0% | 104,095 | +8.6% | 2.70% | -35.9% |
| Q4 2017 | $4,906,000 | – | 95,883 | – | 4.20% | – |
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% |