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 | $807,442 | -2.6% | 11,411 | 0.0% | 0.30% | -0.3% |
| Q2 2023 | $828,667 | -0.7% | 11,411 | 0.0% | 0.30% | -3.9% |
| Q1 2023 | $834,829 | +69180.4% | 11,411 | -28.5% | 0.31% | -45.5% |
| Q4 2022 | $1,205 | -99.9% | 15,955 | -2.0% | 0.57% | +14.0% |
| Q3 2022 | $1,082,000 | +9.0% | 16,284 | +5.2% | 0.50% | +13.3% |
| Q4 2020 | $993,000 | +7.5% | 15,481 | -7.4% | 0.44% | -4.5% |
| Q3 2020 | $924,000 | +9.7% | 16,717 | -10.7% | 0.46% | -23.1% |
| Q1 2020 | $842,000 | +6.2% | 18,720 | +34.4% | 0.60% | +28.4% |
| Q3 2019 | $793,000 | -15.7% | 13,924 | -20.3% | 0.47% | -21.6% |
| Q2 2019 | $941,000 | -5.2% | 17,476 | -17.3% | 0.60% | -20.5% |
| Q4 2018 | $993,000 | -2.1% | 21,140 | +10.5% | 0.75% | +16.8% |
| Q3 2018 | $1,014,000 | +7.5% | 19,129 | -0.0% | 0.64% | -2.9% |
| Q2 2018 | $943,000 | +99.8% | 19,137 | +94.0% | 0.66% | +90.5% |
| Q1 2018 | $472,000 | +15.1% | 9,864 | +23.0% | 0.35% | +13.0% |
| Q4 2017 | $410,000 | – | 8,019 | – | 0.31% | – |
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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% |