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 | $2,970,011 | -1.8% | 41,973 | +0.8% | 3.29% | +3.4% |
| Q2 2023 | $3,024,416 | -17.7% | 41,647 | -16.7% | 3.18% | -21.4% |
| Q1 2023 | $3,676,607 | +135.3% | 49,981 | +141.6% | 4.05% | +127.8% |
| Q4 2022 | $1,562,452 | +56.2% | 20,684 | +48.2% | 1.78% | +54.4% |
| Q3 2022 | $1,000,000 | -7.9% | 13,954 | +1.4% | 1.15% | +8.7% |
| Q2 2022 | $1,086,000 | 0.0% | 13,767 | 0.0% | 1.06% | +17.8% |
| Q1 2022 | $1,086,000 | +5.7% | 13,767 | +8.3% | 0.90% | +9.6% |
| Q4 2021 | $1,027,000 | +16.8% | 12,709 | +9.3% | 0.82% | -9.2% |
| Q3 2021 | $879,000 | 0.0% | 11,630 | 0.0% | 0.90% | 0.0% |
| Q2 2021 | $879,000 | +6.3% | 11,630 | +2.6% | 0.90% | -4.9% |
| Q1 2021 | $827,000 | +26.6% | 11,340 | +11.3% | 0.95% | +26.1% |
| Q4 2020 | $653,000 | – | 10,188 | – | 0.75% | – |
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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% |