SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,088 | +7.6% | 3,181 | +10.4% | 0.02% | +4.3% |
| Q2 2023 | $209,218 | -0.7% | 2,881 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $210,774 | -6.4% | 2,881 | -3.4% | 0.02% | -14.3% |
| Q4 2022 | $225,185 | +5.2% | 2,981 | -0.0% | 0.03% | -15.2% |
| Q2 2022 | $214,000 | -12.3% | 2,982 | -3.2% | 0.03% | -8.3% |
| Q1 2022 | $244,000 | -5.4% | 3,079 | -3.7% | 0.04% | -7.7% |
| Q4 2021 | $258,000 | -2.6% | 3,197 | -10.5% | 0.04% | -15.2% |
| Q3 2021 | $265,000 | -1.9% | 3,571 | +0.0% | 0.05% | -11.5% |
| Q2 2021 | $270,000 | +5.5% | 3,570 | +1.9% | 0.05% | -1.9% |
| Q1 2021 | $256,000 | -77.2% | 3,505 | -83.9% | 0.05% | -83.7% |
| Q2 2020 | $1,124,000 | +25.2% | 21,722 | +8.7% | 0.33% | -0.3% |
| Q1 2020 | $898,000 | -21.4% | 19,975 | +1.3% | 0.33% | -9.2% |
| Q4 2019 | $1,142,000 | – | 19,710 | – | 0.36% | – |
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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% |