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 | $408,214 | -3.6% | 5,769 | -1.0% | 0.24% | +9.3% |
| Q2 2023 | $423,302 | -0.7% | 5,829 | 0.0% | 0.22% | -6.9% |
| Q1 2023 | $426,450 | +97709.6% | 5,829 | +1.0% | 0.23% | -4.1% |
| Q4 2022 | $436 | -99.9% | 5,769 | -1.5% | 0.24% | +2.1% |
| Q3 2022 | $389,000 | +128.8% | 5,856 | +146.1% | 0.24% | +141.8% |
| Q2 2022 | $170,000 | -3.4% | 2,380 | +6.5% | 0.10% | +10.1% |
| Q1 2022 | $176,000 | +2.9% | 2,235 | +5.9% | 0.09% | +3.5% |
| Q4 2021 | $171,000 | +8.9% | 2,110 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $157,000 | -1.9% | 2,110 | 0.0% | 0.09% | +2.4% |
| Q2 2021 | $160,000 | +3.9% | 2,110 | +0.0% | 0.08% | -1.2% |
| Q1 2021 | $154,000 | +14.1% | 2,109 | +0.0% | 0.08% | +6.2% |
| Q4 2020 | $135,000 | +22.7% | 2,108 | +6.3% | 0.08% | +8.1% |
| Q3 2020 | $110,000 | +6.8% | 1,983 | 0.0% | 0.07% | -2.6% |
| Q2 2020 | $103,000 | +19.8% | 1,983 | +3.4% | 0.08% | 0.0% |
| Q1 2020 | $86,000 | -19.6% | 1,918 | +4.1% | 0.08% | 0.0% |
| Q4 2019 | $107,000 | +15.1% | 1,843 | +8.9% | 0.08% | +7.0% |
| Q3 2019 | $93,000 | +4550.0% | 1,693 | +4737.1% | 0.07% | +3450.0% |
| Q2 2019 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | – | 35 | – | 0.00% | – |
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% |