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 | $588,511 | -3.2% | 8,317 | -0.7% | 0.20% | -2.0% |
| Q2 2023 | $608,265 | +1.3% | 8,376 | +2.0% | 0.20% | -7.8% |
| Q1 2023 | $600,497 | +13.7% | 8,208 | +3.3% | 0.22% | -12.0% |
| Q4 2022 | $528,052 | +0.0% | 7,949 | 0.0% | 0.25% | +0.4% |
| Q3 2022 | $528,000 | -8.0% | 7,949 | 0.0% | 0.25% | -20.3% |
| Q2 2022 | $574,000 | +47.9% | 7,949 | +61.5% | 0.31% | +61.1% |
| Q1 2022 | $388,000 | -2.5% | 4,921 | 0.0% | 0.19% | -3.0% |
| Q4 2021 | $398,000 | +4.5% | 4,921 | -4.1% | 0.20% | -7.9% |
| Q3 2021 | $381,000 | +10.4% | 5,134 | +13.2% | 0.22% | +11.9% |
| Q2 2021 | $345,000 | +4.2% | 4,534 | 0.0% | 0.19% | -11.5% |
| Q1 2021 | $331,000 | +2446.2% | 4,534 | +2178.4% | 0.22% | +2080.0% |
| Q4 2020 | $13,000 | +44.4% | 199 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $9,000 | – | 199 | – | 0.01% | – |
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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% |