SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,015 | -0.8% | 5,201 | +1.8% | 0.22% | +13.1% |
| Q2 2023 | $370,891 | +26.2% | 5,107 | +27.1% | 0.20% | +59.7% |
| Q1 2023 | $293,940 | -18.6% | 4,018 | -16.0% | 0.12% | -29.9% |
| Q4 2022 | $361,240 | +45.1% | 4,782 | +27.4% | 0.18% | +55.3% |
| Q3 2022 | $249,000 | -6.4% | 3,755 | +0.9% | 0.11% | -5.0% |
| Q2 2022 | $266,000 | -54.3% | 3,720 | -49.5% | 0.12% | 0.0% |
| Q1 2022 | $582,000 | +96.6% | 7,368 | +101.3% | 0.12% | -8.4% |
| Q4 2021 | $296,000 | +9.6% | 3,661 | +0.8% | 0.13% | 0.0% |
| Q3 2021 | $270,000 | -1.1% | 3,632 | +0.8% | 0.13% | -6.4% |
| Q2 2021 | $273,000 | +4.6% | 3,604 | +0.7% | 0.14% | -9.1% |
| Q1 2021 | $261,000 | +14.5% | 3,579 | +0.7% | 0.15% | +1.3% |
| Q4 2020 | $228,000 | +16.9% | 3,554 | +0.9% | 0.15% | +5.6% |
| Q3 2020 | $195,000 | +8.3% | 3,521 | +1.0% | 0.14% | +2.9% |
| Q2 2020 | $180,000 | +15.4% | 3,486 | +0.8% | 0.14% | -5.4% |
| Q1 2020 | $156,000 | +500.0% | 3,457 | +675.1% | 0.15% | +572.7% |
| Q4 2019 | $26,000 | – | 446 | – | 0.02% | – |
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% |