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 | $1,272,265 | -28.8% | 17,980 | -26.9% | 0.54% | -26.5% |
| Q2 2023 | $1,787,396 | -44.9% | 24,613 | -44.5% | 0.74% | -47.1% |
| Q1 2023 | $3,243,768 | -1.3% | 44,338 | +1.9% | 1.40% | -12.2% |
| Q4 2022 | $3,285,914 | +253.3% | 43,499 | +210.6% | 1.60% | +241.2% |
| Q3 2022 | $930,000 | +355.9% | 14,006 | +454.5% | 0.47% | +524.0% |
| Q4 2021 | $204,000 | -51.4% | 2,526 | -68.9% | 0.08% | -77.8% |
| Q2 2020 | $420,000 | -15.3% | 8,117 | -26.5% | 0.34% | -35.4% |
| Q1 2020 | $496,000 | -36.6% | 11,042 | -18.2% | 0.52% | -12.0% |
| Q4 2019 | $782,000 | +2.0% | 13,507 | -3.6% | 0.59% | -10.8% |
| Q3 2019 | $767,000 | – | 14,010 | – | 0.67% | – |
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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% |