SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,148 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $420,276 | +30.8% | 5,405 | +28.0% | 0.09% | +8.3% |
| Q4 2023 | $321,404 | +7.1% | 4,222 | -0.5% | 0.08% | -1.2% |
| Q3 2023 | $300,219 | -10.0% | 4,243 | -7.6% | 0.08% | -6.6% |
| Q2 2023 | $333,583 | +7.5% | 4,594 | +8.3% | 0.09% | -2.2% |
| Q1 2023 | $310,402 | +292.9% | 4,243 | +256.0% | 0.09% | +272.0% |
| Q3 2022 | $79,000 | -7.1% | 1,192 | 0.0% | 0.02% | -16.7% |
| Q2 2022 | $85,000 | -11.5% | 1,192 | 0.0% | 0.03% | +11.1% |
| Q4 2021 | $96,000 | +9.1% | 1,192 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $88,000 | +166.7% | 1,192 | +169.7% | 0.03% | +180.0% |
| Q2 2021 | $33,000 | – | 442 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |