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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,447,350 | -90.7% | 47,121 | -90.4% | 1.17% | -87.4% |
| Q4 2022 | $37,054,009 | +1.6% | 490,522 | -10.6% | 9.26% | -32.1% |
| Q3 2022 | $36,458,000 | -5.4% | 548,833 | +2.0% | 13.64% | -16.8% |
| Q2 2022 | $38,536,000 | +71.7% | 538,000 | +89.1% | 16.40% | +129.3% |
| Q1 2022 | $22,450,000 | +37.5% | 284,578 | +40.9% | 7.16% | +33.3% |
| Q4 2021 | $16,330,000 | +21.9% | 202,037 | +11.9% | 5.37% | +4.1% |
| Q3 2021 | $13,398,000 | +21.7% | 180,481 | +24.0% | 5.16% | +5.4% |
| Q2 2021 | $11,008,000 | +9228.8% | 145,578 | +10549.5% | 4.90% | +7207.5% |
| Q4 2020 | $118,000 | – | 1,367 | – | 0.07% | – |
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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% |