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 | $1,397,088 | -6.4% | 19,744 | -4.0% | 1.41% | -13.3% |
| Q2 2023 | $1,493,318 | -35.8% | 20,563 | -35.3% | 1.62% | -40.2% |
| Q1 2023 | $2,326,287 | +3.5% | 31,797 | +6.9% | 2.72% | +10.3% |
| Q4 2022 | $2,246,862 | -8.5% | 29,744 | -19.6% | 2.46% | -2.1% |
| Q3 2022 | $2,456,000 | -14.5% | 36,975 | -7.8% | 2.52% | -0.7% |
| Q2 2022 | $2,872,000 | +2.4% | 40,097 | +12.8% | 2.54% | +20.3% |
| Q1 2022 | $2,804,000 | +2.3% | 35,549 | +4.8% | 2.11% | +5.9% |
| Q4 2021 | $2,742,000 | +10.6% | 33,926 | +1.6% | 1.99% | -0.9% |
| Q3 2021 | $2,480,000 | +7.2% | 33,401 | +9.2% | 2.01% | +7.1% |
| Q2 2021 | $2,313,000 | +3.2% | 30,585 | -0.5% | 1.88% | -26.5% |
| Q1 2021 | $2,241,000 | +3.2% | 30,726 | -9.2% | 2.55% | +0.9% |
| Q4 2020 | $2,171,000 | +11.0% | 33,841 | -4.3% | 2.53% | +3.1% |
| Q3 2020 | $1,956,000 | -2.4% | 35,376 | +0.6% | 2.45% | -2.5% |
| Q2 2020 | $2,004,000 | +16.0% | 35,176 | -8.4% | 2.51% | +16.7% |
| Q1 2020 | $1,727,000 | -29.0% | 38,402 | -8.6% | 2.15% | -16.7% |
| Q4 2019 | $2,434,000 | – | 42,017 | – | 2.58% | – |
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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% |