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 | $33,957,512 | +4.3% | 479,897 | +7.0% | 10.82% | +5.8% |
| Q2 2023 | $32,566,657 | -1.2% | 448,453 | -0.5% | 10.23% | -4.2% |
| Q1 2023 | $32,961,432 | +97358.5% | 450,539 | +0.6% | 10.68% | -7.1% |
| Q4 2022 | $33,821 | -99.9% | 447,726 | +0.8% | 11.49% | +4.8% |
| Q3 2022 | $29,496,000 | -6.4% | 444,020 | +0.9% | 10.96% | +0.6% |
| Q2 2022 | $31,516,000 | -14.8% | 439,985 | -6.2% | 10.90% | -4.1% |
| Q1 2022 | $36,987,000 | -1.7% | 468,835 | +0.7% | 11.37% | +5.0% |
| Q4 2021 | $37,614,000 | +8.8% | 465,350 | -0.1% | 10.83% | +2.7% |
| Q3 2021 | $34,573,000 | -5.1% | 465,700 | -3.3% | 10.54% | -2.7% |
| Q2 2021 | $36,415,000 | +4.2% | 481,546 | +0.5% | 10.83% | -1.8% |
| Q1 2021 | $34,943,000 | +28.6% | 479,196 | +13.1% | 11.03% | +10.5% |
| Q4 2020 | $27,170,000 | +16.2% | 423,600 | +0.2% | 9.98% | +0.9% |
| Q3 2020 | $23,386,000 | +7.1% | 422,900 | +0.3% | 9.89% | -0.0% |
| Q2 2020 | $21,826,000 | – | 421,750 | – | 9.90% | – |
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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% |