SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,422,858 | +21.8% | 104,902 | +25.0% | 0.60% | +23.2% |
| Q2 2023 | $6,094,196 | +12.7% | 83,919 | +13.5% | 0.49% | +6.6% |
| Q1 2023 | $5,407,774 | +110330.3% | 73,917 | +14.0% | 0.46% | +1.3% |
| Q4 2022 | $4,897 | -99.9% | 64,823 | +11.0% | 0.45% | +12.2% |
| Q3 2022 | $3,881,000 | -82.1% | 58,422 | -80.7% | 0.40% | -79.3% |
| Q2 2022 | $21,680,000 | +24.5% | 302,666 | +37.1% | 1.95% | +38.9% |
| Q1 2022 | $17,417,000 | -5.0% | 220,779 | -2.7% | 1.40% | -6.8% |
| Q4 2021 | $18,339,000 | +11.4% | 226,888 | +2.4% | 1.50% | -11.2% |
| Q3 2021 | $16,457,000 | -2.8% | 221,674 | -1.0% | 1.69% | -0.4% |
| Q2 2021 | $16,927,000 | -4.7% | 223,843 | -8.1% | 1.70% | -8.9% |
| Q1 2021 | $17,757,000 | +3.0% | 243,512 | -9.4% | 1.87% | -3.4% |
| Q4 2020 | $17,248,000 | +65.8% | 268,917 | +42.9% | 1.93% | +31.9% |
| Q3 2020 | $10,404,000 | +7.6% | 188,141 | +0.7% | 1.47% | -0.5% |
| Q2 2020 | $9,671,000 | +54.4% | 186,882 | +34.2% | 1.47% | +24.8% |
| Q1 2020 | $6,262,000 | -12.8% | 139,228 | +12.3% | 1.18% | -8.2% |
| Q4 2019 | $7,184,000 | – | 124,030 | – | 1.29% | – |
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% |