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 | $685,700 | -2.4% | 9,691 | +0.2% | 0.21% | -0.5% |
| Q2 2023 | $702,482 | -0.6% | 9,673 | +0.2% | 0.21% | -6.7% |
| Q1 2023 | $706,437 | +0.1% | 9,656 | +3.4% | 0.22% | -17.1% |
| Q4 2022 | $705,580 | +45.8% | 9,340 | +28.2% | 0.27% | +35.2% |
| Q3 2022 | $484,000 | -6.2% | 7,284 | +1.2% | 0.20% | -9.5% |
| Q2 2022 | $516,000 | -8.8% | 7,198 | +0.2% | 0.22% | +12.2% |
| Q1 2022 | $566,000 | +7.8% | 7,181 | +10.6% | 0.20% | +5.9% |
| Q4 2021 | $525,000 | +9.1% | 6,493 | +0.2% | 0.18% | -4.1% |
| Q3 2021 | $481,000 | -1.6% | 6,479 | +0.2% | 0.19% | -6.8% |
| Q2 2021 | $489,000 | -4.9% | 6,466 | -8.3% | 0.21% | -17.2% |
| Q1 2021 | $514,000 | +13.7% | 7,052 | +0.2% | 0.25% | -7.7% |
| Q4 2020 | $452,000 | +16.5% | 7,040 | +0.2% | 0.27% | -5.6% |
| Q3 2020 | $388,000 | +6.9% | 7,024 | +0.2% | 0.29% | +11.7% |
| Q2 2020 | $363,000 | +15.2% | 7,007 | +0.2% | 0.26% | +11.3% |
| Q1 2020 | $315,000 | +751.4% | 6,992 | +999.4% | 0.23% | +755.6% |
| Q4 2019 | $37,000 | – | 636 | – | 0.03% | – |
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% |