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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $69,270 | +19.4% | 917 | +5.0% | 0.02% | +15.4% |
Q3 2022 | $58,000 | -7.9% | 873 | 0.0% | 0.01% | -7.1% |
Q2 2022 | $63,000 | -8.7% | 873 | 0.0% | 0.01% | +7.7% |
Q1 2022 | $69,000 | -84.3% | 873 | -83.9% | 0.01% | -84.7% |
Q4 2021 | $439,000 | +8.9% | 5,430 | 0.0% | 0.08% | +4.9% |
Q3 2021 | $403,000 | -1.2% | 5,430 | +0.5% | 0.08% | +3.8% |
Q2 2021 | $408,000 | +527.7% | 5,401 | +501.4% | 0.08% | +457.1% |
Q1 2021 | $65,000 | +1.6% | 898 | -9.5% | 0.01% | +7.7% |
Q4 2020 | $64,000 | – | 992 | – | 0.01% | – |
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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% |