SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,151,543 | -1.3% | 44,538 | +2.2% | 1.48% | -1.8% |
| Q2 2023 | $3,192,119 | -40.3% | 43,596 | -40.3% | 1.50% | -43.1% |
| Q1 2023 | $5,345,282 | -8.1% | 73,063 | -5.1% | 2.64% | -12.1% |
| Q4 2022 | $5,814,351 | +8.5% | 76,970 | -4.6% | 3.00% | -1.7% |
| Q3 2022 | $5,361,000 | +1.0% | 80,698 | +8.9% | 3.06% | +5.4% |
| Q2 2022 | $5,309,000 | -10.8% | 74,115 | -1.8% | 2.90% | +1.3% |
| Q1 2022 | $5,953,000 | +2.4% | 75,453 | +5.0% | 2.86% | +12.1% |
| Q4 2021 | $5,811,000 | +14.3% | 71,893 | +5.0% | 2.55% | +10.8% |
| Q3 2021 | $5,082,000 | +4.7% | 68,457 | +6.6% | 2.30% | +15.2% |
| Q2 2021 | $4,856,000 | +66.1% | 64,215 | +40.9% | 2.00% | +40.2% |
| Q4 2020 | $2,924,000 | +127.5% | 45,589 | +96.1% | 1.43% | +81.3% |
| Q3 2020 | $1,285,000 | +28.8% | 23,245 | +20.6% | 0.79% | +12.4% |
| Q2 2020 | $998,000 | – | 19,282 | – | 0.70% | – |
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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% |