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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,425,603 | -49.6% | 19,631 | -49.3% | 0.05% | -56.1% |
| Q1 2023 | $2,831,292 | -0.4% | 38,700 | +2.9% | 0.12% | -10.9% |
| Q4 2022 | $2,842,193 | +33.0% | 37,625 | +17.0% | 0.14% | +16.0% |
| Q3 2022 | $2,137,000 | +4.1% | 32,163 | +12.3% | 0.12% | +1.7% |
| Q2 2022 | $2,052,000 | +42.3% | 28,647 | +56.7% | 0.12% | +42.7% |
| Q1 2022 | $1,442,000 | -2.0% | 18,278 | +0.4% | 0.08% | -1.2% |
| Q4 2021 | $1,472,000 | +9.7% | 18,207 | +0.7% | 0.08% | -8.8% |
| Q3 2021 | $1,342,000 | -0.7% | 18,078 | +1.1% | 0.09% | -5.2% |
| Q2 2021 | $1,352,000 | +3.4% | 17,879 | -0.3% | 0.10% | -17.2% |
| Q1 2021 | $1,308,000 | – | 17,931 | – | 0.12% | – |
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% |