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 | $18,714,686 | -0.7% | 264,481 | +2.0% | 8.06% | +2.4% |
| Q2 2023 | $18,837,485 | +75.6% | 259,398 | +76.9% | 7.88% | +60.3% |
| Q1 2023 | $10,730,155 | +150.5% | 146,667 | +158.7% | 4.91% | +124.3% |
| Q4 2022 | $4,283,087 | +13.0% | 56,700 | -0.7% | 2.19% | -1.5% |
| Q3 2022 | $3,792,000 | -4.0% | 57,087 | +3.5% | 2.22% | +1.2% |
| Q2 2022 | $3,951,000 | -14.4% | 55,162 | -5.7% | 2.20% | -7.8% |
| Q1 2022 | $4,613,000 | +37.4% | 58,475 | +40.8% | 2.38% | +29.9% |
| Q4 2021 | $3,357,000 | – | 41,527 | – | 1.84% | – |
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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% |