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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,764,715 | -2.0% | 78,796 | +1.1% | 1.32% | +5.7% |
| Q4 2022 | $5,884,642 | +13.7% | 77,901 | 0.0% | 1.25% | -11.7% |
| Q3 2022 | $5,175,000 | -7.3% | 77,901 | -0.1% | 1.41% | -6.2% |
| Q2 2022 | $5,583,000 | -12.1% | 77,947 | -3.1% | 1.50% | -8.0% |
| Q1 2022 | $6,349,000 | -99.9% | 80,475 | +12.4% | 1.63% | +14.7% |
| Q4 2021 | $5,788,802,000 | – | 71,617 | – | 1.42% | – |
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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% |