SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,963 | -39.7% | 2,882 | -37.7% | 0.07% | -39.3% |
| Q1 2023 | $338,292 | +1172.3% | 4,624 | +1213.6% | 0.11% | +1020.0% |
| Q4 2022 | $26,590 | -77.5% | 352 | -84.2% | 0.01% | -87.2% |
| Q3 2018 | $118,000 | +8.3% | 2,224 | 0.0% | 0.08% | 0.0% |
| Q2 2018 | $109,000 | 0.0% | 2,224 | 0.0% | 0.08% | -8.2% |
| Q1 2018 | $109,000 | -3.5% | 2,224 | 0.0% | 0.08% | -3.4% |
| Q4 2017 | $113,000 | +20.2% | 2,224 | +9.9% | 0.09% | +12.8% |
| Q3 2017 | $94,000 | +3.3% | 2,024 | 0.0% | 0.08% | -1.3% |
| Q2 2017 | $91,000 | +1.1% | 2,024 | 0.0% | 0.08% | -2.5% |
| Q1 2017 | $90,000 | -26.8% | 2,024 | -28.7% | 0.08% | -29.6% |
| Q4 2016 | $123,000 | +2.5% | 2,840 | 0.0% | 0.12% | +1.8% |
| Q3 2016 | $120,000 | +25.0% | 2,840 | +21.6% | 0.11% | +24.2% |
| Q2 2016 | $96,000 | +3.2% | 2,336 | 0.0% | 0.09% | +1.1% |
| Q1 2016 | $93,000 | +43.1% | 2,336 | +41.9% | 0.09% | +47.5% |
| Q4 2015 | $65,000 | – | 1,646 | – | 0.06% | – |
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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% |