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 | $8,289,117 | -4.2% | 117,144 | -1.7% | 6.08% | -10.5% |
| Q2 2023 | $8,656,000 | -3.8% | 119,193 | -3.1% | 6.80% | -12.5% |
| Q1 2023 | $9,000,734 | -4.4% | 123,028 | -1.3% | 7.77% | -4.5% |
| Q4 2022 | $9,417,576 | +10.7% | 124,670 | -2.6% | 8.13% | +8.0% |
| Q3 2022 | $8,506,000 | -15.6% | 128,037 | -7.9% | 7.53% | +0.2% |
| Q2 2022 | $10,083,000 | +32.3% | 139,075 | +44.0% | 7.51% | +60.5% |
| Q1 2022 | $7,620,000 | +33.5% | 96,592 | +36.8% | 4.68% | +42.4% |
| Q4 2021 | $5,708,000 | +7.1% | 70,622 | -0.3% | 3.29% | -3.7% |
| Q3 2021 | $5,330,000 | -0.1% | 70,852 | +0.4% | 3.42% | -1.1% |
| Q2 2021 | $5,338,000 | +60.7% | 70,595 | +55.0% | 3.46% | +49.4% |
| Q1 2021 | $3,321,000 | +13.0% | 45,541 | -0.6% | 2.31% | -0.4% |
| Q4 2020 | $2,938,000 | +21.8% | 45,804 | +5.0% | 2.32% | +1.9% |
| Q3 2020 | $2,412,000 | +3.5% | 43,616 | -3.1% | 2.28% | -3.9% |
| Q2 2020 | $2,330,000 | +9.1% | 45,021 | -5.2% | 2.37% | -3.4% |
| Q1 2020 | $2,136,000 | -13.2% | 47,478 | +11.8% | 2.45% | +7.4% |
| Q4 2019 | $2,460,000 | – | 42,483 | – | 2.28% | – |
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% |