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 | $268,948 | +1.2% | 3,801 | +3.9% | 0.05% | 0.0% |
| Q2 2023 | $265,681 | -3.4% | 3,659 | -2.6% | 0.05% | -9.4% |
| Q1 2023 | $274,924 | +19.8% | 3,758 | +23.7% | 0.05% | +12.8% |
| Q4 2022 | $229,479 | +13.6% | 3,038 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $202,000 | -7.3% | 3,038 | 0.0% | 0.05% | -7.8% |
| Q2 2022 | $218,000 | -9.2% | 3,038 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $240,000 | -2.4% | 3,038 | 0.0% | 0.05% | -1.9% |
| Q4 2021 | $246,000 | +2.5% | 3,038 | -6.2% | 0.05% | -11.9% |
| Q3 2021 | $240,000 | +4.3% | 3,239 | +6.6% | 0.06% | -1.7% |
| Q2 2021 | $230,000 | +3.6% | 3,038 | 0.0% | 0.06% | -7.7% |
| Q1 2021 | $222,000 | – | 3,038 | – | 0.06% | – |
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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% |