SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,024,283 | +17.2% | 13,559 | +3.1% | 0.24% | +5.8% |
| Q3 2022 | $874,000 | -7.4% | 13,154 | -0.1% | 0.22% | +1.8% |
| Q2 2022 | $944,000 | -9.1% | 13,173 | 0.0% | 0.22% | -2.7% |
| Q1 2022 | $1,039,000 | -2.4% | 13,173 | 0.0% | 0.22% | +1.8% |
| Q4 2021 | $1,065,000 | +8.9% | 13,173 | 0.0% | 0.22% | -0.9% |
| Q3 2021 | $978,000 | -1.8% | 13,173 | 0.0% | 0.22% | -7.1% |
| Q2 2021 | $996,000 | +3.6% | 13,173 | +0.0% | 0.24% | -7.3% |
| Q1 2021 | $961,000 | +15.5% | 13,172 | +1.5% | 0.26% | +8.4% |
| Q4 2020 | $832,000 | – | 12,972 | – | 0.24% | – |
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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% |