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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,076,649 | -2.3% | 83,677 | -1.6% | 3.74% | -5.5% |
| Q1 2023 | $6,218,754 | -6.3% | 85,002 | -3.3% | 3.95% | -10.1% |
| Q4 2022 | $6,637,163 | +6.8% | 87,863 | -6.1% | 4.40% | -3.8% |
| Q3 2022 | $6,213,779 | -5.5% | 93,539 | +1.9% | 4.57% | -1.1% |
| Q2 2022 | $6,572,370 | -0.3% | 91,754 | +9.8% | 4.62% | +0.6% |
| Q1 2022 | $6,594,187 | +1.8% | 83,587 | +4.3% | 4.59% | +4.4% |
| Q4 2021 | $6,474,887 | +19.6% | 80,105 | +9.9% | 4.40% | +7.3% |
| Q3 2021 | $5,413,545 | +10.1% | 72,920 | +12.1% | 4.10% | +5.3% |
| Q2 2021 | $4,917,755 | +40.4% | 65,032 | +35.4% | 3.89% | +16.3% |
| Q1 2021 | $3,503,234 | +36.2% | 48,042 | +19.8% | 3.35% | +17.9% |
| Q4 2020 | $2,572,906 | – | 40,114 | – | 2.84% | – |
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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% |