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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $151,441 | -3.2% | 2,070 | 0.0% | 0.06% | -17.3% |
Q4 2022 | $156,368 | +7.8% | 2,070 | 0.0% | 0.08% | -2.6% |
Q3 2022 | $145,000 | +10.7% | 2,070 | +13.6% | 0.08% | +2.7% |
Q2 2022 | $131,000 | +6.5% | 1,822 | +17.4% | 0.08% | +17.2% |
Q1 2022 | $123,000 | +19.4% | 1,552 | +21.5% | 0.06% | +28.0% |
Q4 2021 | $103,000 | +8.4% | 1,277 | 0.0% | 0.05% | -18.0% |
Q3 2021 | $95,000 | +20.3% | 1,277 | +22.0% | 0.06% | +17.3% |
Q2 2021 | $79,000 | +21.5% | 1,047 | +17.5% | 0.05% | -1.9% |
Q1 2021 | $65,000 | +261.1% | 891 | +209.4% | 0.05% | +211.8% |
Q4 2020 | $18,000 | – | 288 | – | 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% |