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 | $1,935,663 | -20.4% | 27,355 | -18.4% | 0.58% | -21.7% |
| Q2 2023 | $2,433,078 | -1.5% | 33,504 | -0.8% | 0.74% | -10.3% |
| Q1 2023 | $2,470,028 | -12.6% | 33,762 | -9.8% | 0.82% | -18.8% |
| Q4 2022 | $2,826,295 | +0.9% | 37,415 | -11.3% | 1.02% | -35.4% |
| Q3 2022 | $2,802,000 | -12.7% | 42,182 | -5.8% | 1.57% | -11.6% |
| Q2 2022 | $3,209,000 | -8.8% | 44,797 | +0.5% | 1.78% | +12.1% |
| Q1 2022 | $3,517,000 | +108.2% | 44,583 | +113.4% | 1.58% | +131.7% |
| Q4 2021 | $1,689,000 | – | 20,892 | – | 0.68% | – |
Download | ||||||
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% |