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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $206,011 | -44.3% | 2,722 | -51.1% | 0.07% | -58.4% |
| Q3 2022 | $370,000 | +23.3% | 5,564 | +32.9% | 0.17% | +30.1% |
| Q2 2022 | $300,000 | -99.1% | 4,188 | -99.0% | 0.13% | -98.9% |
| Q1 2022 | $33,030,000 | +0.9% | 418,687 | +3.4% | 12.34% | +30.5% |
| Q4 2021 | $32,745,000 | +17.0% | 405,114 | +7.4% | 9.45% | +14.3% |
| Q3 2021 | $27,998,000 | +81.0% | 377,129 | +84.3% | 8.27% | +77.2% |
| Q2 2021 | $15,471,000 | +30842.0% | 204,586 | +20840.2% | 4.67% | +10506.8% |
| Q2 2020 | $50,000 | +316.7% | 977 | +252.7% | 0.04% | +214.3% |
| Q1 2020 | $12,000 | -25.0% | 277 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $16,000 | – | 277 | – | 0.02% | – |
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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% |