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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,299,968 | +0.7% | 103,165 | +3.3% | 1.64% | +1.6% |
| Q2 2023 | $7,250,636 | +2.8% | 99,844 | +3.6% | 1.61% | -2.5% |
| Q1 2023 | $7,051,808 | +0.1% | 96,389 | +3.4% | 1.65% | -5.9% |
| Q4 2022 | $7,042,796 | +45.9% | 93,233 | +28.3% | 1.75% | +17.0% |
| Q3 2022 | $4,827,000 | +2.7% | 72,657 | +10.7% | 1.50% | +4.0% |
| Q2 2022 | $4,700,000 | +18.0% | 65,616 | +33.1% | 1.44% | +31.9% |
| Q4 2021 | $3,984,000 | +7.4% | 49,294 | -1.4% | 1.09% | -0.5% |
| Q3 2021 | $3,710,000 | – | 49,972 | – | 1.10% | – |
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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% |