SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,222,522 | +3.4% | 370,584 | +6.1% | 3.01% | +4.7% |
| Q2 2023 | $25,356,420 | +8.0% | 349,166 | +8.8% | 2.88% | +1.8% |
| Q1 2023 | $23,483,052 | +27.4% | 320,982 | +31.5% | 2.83% | +16.2% |
| Q4 2022 | $18,432,390 | +21.5% | 244,008 | +6.9% | 2.43% | +9.2% |
| Q3 2022 | $15,168,000 | -1.0% | 228,335 | +6.8% | 2.23% | -0.4% |
| Q2 2022 | $15,314,000 | +22.9% | 213,787 | +35.3% | 2.24% | +41.2% |
| Q1 2022 | $12,464,000 | +31.1% | 157,995 | +34.3% | 1.58% | +25.7% |
| Q4 2021 | $9,509,000 | +66.2% | 117,646 | +52.7% | 1.26% | +22.2% |
| Q3 2021 | $5,720,000 | +26.5% | 77,046 | +28.8% | 1.03% | +26.0% |
| Q2 2021 | $4,523,000 | +110.3% | 59,819 | +102.8% | 0.82% | +74.8% |
| Q1 2021 | $2,151,000 | +126.7% | 29,503 | +99.4% | 0.47% | +181.9% |
| Q4 2020 | $949,000 | – | 14,797 | – | 0.17% | – |
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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% |