SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $811,216 | -13.5% | 11,464 | -11.2% | 0.22% | -7.1% |
| Q2 2023 | $937,839 | -23.0% | 12,914 | -22.5% | 0.24% | -24.0% |
| Q1 2023 | $1,218,724 | +0.8% | 16,658 | +4.1% | 0.31% | -1.3% |
| Q4 2022 | $1,208,892 | +10.8% | 16,003 | +8.2% | 0.32% | +5.7% |
| Q3 2022 | $1,091,000 | +15.3% | 14,788 | +12.0% | 0.30% | +11.9% |
| Q2 2022 | $946,000 | -18.7% | 13,205 | -10.4% | 0.27% | -16.0% |
| Q1 2022 | $1,163,000 | +419.2% | 14,739 | +339.6% | 0.32% | +219.0% |
| Q4 2020 | $224,000 | – | 3,353 | – | 0.10% | – |
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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% |