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 | $204 | -13.9% | 3,059 | -6.3% | 0.15% | -7.3% |
| Q2 2023 | $237 | -0.4% | 3,266 | 0.0% | 0.16% | +8.6% |
| Q1 2023 | $238 | -20.4% | 3,266 | -17.6% | 0.15% | -23.6% |
| Q4 2022 | $299 | -99.9% | 3,964 | 0.0% | 0.20% | +5.9% |
| Q3 2022 | $266,000 | -38.0% | 3,964 | -33.8% | 0.19% | -36.1% |
| Q2 2022 | $429,000 | -10.1% | 5,992 | -0.9% | 0.29% | -12.0% |
| Q1 2022 | $477,000 | -1.9% | 6,049 | -3.3% | 0.33% | -10.7% |
| Q4 2021 | $486,000 | -4.5% | 6,255 | -4.9% | 0.37% | +23.8% |
| Q3 2021 | $509,000 | +1.6% | 6,578 | 0.0% | 0.30% | -3.8% |
| Q2 2021 | $501,000 | +3.5% | 6,578 | -1.0% | 0.31% | -4.0% |
| Q1 2021 | $484,000 | +12.6% | 6,642 | -0.9% | 0.33% | +4.5% |
| Q4 2020 | $430,000 | -1.4% | 6,705 | -9.5% | 0.31% | -6.6% |
| Q3 2020 | $436,000 | +6.1% | 7,406 | -6.7% | 0.34% | -3.2% |
| Q2 2020 | $411,000 | -42.5% | 7,937 | -50.1% | 0.35% | -52.8% |
| Q1 2020 | $715,000 | -22.0% | 15,901 | 0.0% | 0.73% | -19.9% |
| Q4 2019 | $917,000 | – | 15,901 | – | 0.92% | – |
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% |