SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,466,685 | +23.7% | 331,638 | +27.0% | 3.70% | +24.6% |
| Q2 2023 | $18,970,865 | +571.2% | 261,235 | +576.2% | 2.97% | +545.2% |
| Q1 2023 | $2,826,374 | +70.0% | 38,633 | +75.5% | 0.46% | +63.1% |
| Q4 2022 | $1,662,573 | +307.5% | 22,009 | +258.4% | 0.28% | +302.9% |
| Q3 2022 | $408,000 | +2.8% | 6,141 | +10.9% | 0.07% | -33.3% |
| Q2 2022 | $397,000 | +18.9% | 5,537 | +30.9% | 0.10% | +128.3% |
| Q1 2022 | $334,000 | +1.5% | 4,230 | +3.8% | 0.05% | +9.5% |
| Q4 2021 | $329,000 | +11.5% | 4,076 | +2.4% | 0.04% | +7.7% |
| Q3 2021 | $295,000 | +2.1% | 3,980 | +4.3% | 0.04% | -2.5% |
| Q2 2021 | $289,000 | +6.6% | 3,816 | +2.7% | 0.04% | 0.0% |
| Q1 2021 | $271,000 | +14.3% | 3,714 | +0.4% | 0.04% | +17.6% |
| Q4 2020 | $237,000 | +17.9% | 3,701 | +1.8% | 0.03% | +3.0% |
| Q3 2020 | $201,000 | -4.7% | 3,635 | -7.3% | 0.03% | -2.9% |
| Q2 2020 | $211,000 | +4.5% | 3,922 | +6.0% | 0.03% | -2.9% |
| Q4 2019 | $202,000 | – | 3,699 | – | 0.04% | – |
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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% |