SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,309 | +31.4% | 3,170 | +34.9% | 0.16% | +36.1% |
| Q2 2023 | $170,657 | -0.7% | 2,350 | 0.0% | 0.12% | -7.0% |
| Q1 2023 | $171,926 | +5.9% | 2,350 | +9.3% | 0.13% | -3.8% |
| Q4 2022 | $162,411 | +13.6% | 2,150 | 0.0% | 0.13% | +0.8% |
| Q3 2022 | $143,000 | -7.1% | 2,150 | 0.0% | 0.13% | -13.7% |
| Q2 2022 | $154,000 | -9.4% | 2,150 | 0.0% | 0.15% | +11.7% |
| Q1 2022 | $170,000 | -2.3% | 2,150 | 0.0% | 0.14% | +4.6% |
| Q4 2021 | $174,000 | +8.8% | 2,150 | 0.0% | 0.13% | +2.3% |
| Q3 2021 | $160,000 | -1.8% | 2,150 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $163,000 | +3.8% | 2,150 | 0.0% | 0.13% | -3.1% |
| Q1 2021 | $157,000 | +13.8% | 2,150 | 0.0% | 0.13% | +2.3% |
| Q4 2020 | $138,000 | +16.0% | 2,150 | 0.0% | 0.13% | +0.8% |
| Q3 2020 | $119,000 | +7.2% | 2,150 | 0.0% | 0.13% | 0.0% |
| Q2 2020 | $111,000 | +14.4% | 2,150 | 0.0% | 0.13% | -5.2% |
| Q1 2020 | $97,000 | -22.4% | 2,150 | 0.0% | 0.13% | +4.7% |
| Q4 2019 | $125,000 | – | 2,150 | – | 0.13% | – |
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% |