SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,148 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,860,506 | +4.3% | 306,848 | +8.2% | 8.58% | +4.5% |
| Q1 2024 | $22,871,493 | +10.4% | 283,660 | +4.2% | 8.21% | +2.3% |
| Q4 2023 | $20,721,248 | +10.7% | 272,182 | +2.9% | 8.03% | -0.5% |
| 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. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |