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 | $319,281 | -16.7% | 4,512 | -14.5% | 0.26% | -11.1% |
| Q2 2023 | $383,250 | -64.1% | 5,277 | -62.7% | 0.30% | -61.9% |
| Q1 2023 | $1,068,081 | 0.0% | 14,139 | 0.0% | 0.78% | -0.6% |
| Q4 2022 | $1,068,081 | +54.6% | 14,139 | +35.9% | 0.78% | +96.7% |
| Q3 2022 | $691,000 | -20.7% | 10,407 | -14.5% | 0.40% | -12.0% |
| Q2 2022 | $871,000 | -6.8% | 12,165 | +2.7% | 0.45% | +34.2% |
| Q1 2022 | $935,000 | +12.5% | 11,850 | +15.3% | 0.34% | +36.6% |
| Q4 2021 | $831,000 | +13.7% | 10,277 | +4.4% | 0.25% | +10.8% |
| Q3 2021 | $731,000 | – | 9,846 | – | 0.22% | – |
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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% |