SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $574,925 | -27.9% | 8,125 | -26.0% | 0.25% | -28.5% |
| Q2 2023 | $797,560 | +1.0% | 10,983 | +1.8% | 0.34% | -8.5% |
| Q1 2023 | $789,580 | -2.7% | 10,793 | +0.4% | 0.38% | -9.0% |
| Q4 2022 | $811,904 | +16.0% | 10,748 | +2.1% | 0.41% | +5.9% |
| Q3 2022 | $700,000 | -12.4% | 10,530 | -5.6% | 0.39% | -5.6% |
| Q2 2022 | $799,000 | -3.7% | 11,149 | +5.9% | 0.41% | +6.2% |
| Q1 2022 | $830,000 | -2.0% | 10,525 | +0.5% | 0.39% | -0.8% |
| Q4 2021 | $847,000 | +8.6% | 10,474 | -0.4% | 0.39% | -1.0% |
| Q3 2021 | $780,000 | +0.1% | 10,512 | +2.0% | 0.40% | -9.6% |
| Q2 2021 | $779,000 | +3.9% | 10,306 | +0.2% | 0.44% | -6.0% |
| Q1 2021 | $750,000 | +14.5% | 10,281 | +0.6% | 0.47% | +0.6% |
| Q4 2020 | $655,000 | +17.0% | 10,217 | +0.9% | 0.46% | -2.7% |
| Q3 2020 | $560,000 | +63.7% | 10,126 | +53.0% | 0.48% | +47.8% |
| Q2 2020 | $342,000 | +1.8% | 6,618 | -11.3% | 0.32% | -16.8% |
| Q1 2020 | $336,000 | +0.6% | 7,465 | +29.3% | 0.39% | +28.1% |
| Q4 2019 | $334,000 | +5.7% | 5,774 | 0.0% | 0.30% | -9.9% |
| Q3 2019 | $316,000 | -11.7% | 5,774 | -14.5% | 0.34% | -13.2% |
| Q2 2019 | $358,000 | – | 6,753 | – | 0.39% | – |
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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% |