SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $214 | -35.9% | 2,830 | -43.7% | 0.04% | -43.1% |
| Q3 2022 | $334 | -20.1% | 5,030 | -13.7% | 0.07% | -30.8% |
| Q2 2022 | $418 | -99.9% | 5,830 | -17.7% | 0.10% | -23.5% |
| Q1 2022 | $559,000 | -33.7% | 7,080 | -37.6% | 0.14% | -53.4% |
| Q3 2021 | $843,000 | -41.1% | 11,350 | -42.2% | 0.29% | -41.5% |
| Q1 2021 | $1,431,000 | +38.9% | 19,630 | +22.2% | 0.50% | +22.3% |
| Q4 2020 | $1,030,000 | – | 16,064 | – | 0.41% | – |
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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% |