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 | $12,854,578 | +765.7% | 182,801 | +774.4% | 24.55% | +1711.8% |
| Q2 2023 | $1,484,882 | -93.8% | 20,905 | -93.6% | 1.36% | -93.9% |
| Q1 2023 | $23,919,089 | +97832.7% | 326,942 | +1.1% | 22.07% | -5.1% |
| Q4 2022 | $24,424 | -99.9% | 323,319 | +3.6% | 23.25% | +22.3% |
| Q3 2022 | $20,736,000 | -6.0% | 312,160 | +1.4% | 19.02% | -3.7% |
| Q2 2022 | $22,048,000 | -14.2% | 307,799 | -5.5% | 19.74% | +5.8% |
| Q1 2022 | $25,705,000 | +0.5% | 325,826 | -3.7% | 18.66% | +3.4% |
| Q4 2021 | $25,574,000 | +9.5% | 338,201 | +7.5% | 18.04% | +3.2% |
| Q3 2021 | $23,355,000 | -8.7% | 314,597 | -7.0% | 17.49% | -3.1% |
| Q2 2021 | $25,574,000 | +3.8% | 338,201 | +0.1% | 18.04% | -0.9% |
| Q1 2021 | $24,645,000 | +23.8% | 337,978 | +8.9% | 18.21% | +13.8% |
| Q4 2020 | $19,902,000 | +15.4% | 310,317 | -0.5% | 16.00% | +2.3% |
| Q3 2020 | $17,251,000 | +34.6% | 311,944 | +25.9% | 15.64% | -3.9% |
| Q2 2020 | $12,818,000 | -2.1% | 247,701 | -14.9% | 16.28% | -4.5% |
| Q1 2020 | $13,099,000 | -17.4% | 291,203 | +6.4% | 17.04% | -0.6% |
| Q4 2019 | $15,858,000 | +5.2% | 273,796 | -0.5% | 17.14% | +0.2% |
| Q3 2019 | $15,072,000 | +73.9% | 275,142 | +68.5% | 17.10% | +75.1% |
| Q2 2019 | $8,666,000 | +0.9% | 163,276 | -0.6% | 9.77% | -1.7% |
| Q1 2019 | $8,589,000 | +4.3% | 164,288 | -6.3% | 9.94% | -0.2% |
| Q4 2018 | $8,236,000 | – | 175,351 | – | 9.96% | – |
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% |