SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,447,496 | -4.7% | 62,853 | -2.2% | 3.75% | +0.2% |
| Q2 2023 | $4,666,725 | +0.2% | 64,262 | +0.9% | 3.74% | -3.4% |
| Q1 2023 | $4,658,774 | -2.6% | 63,679 | +0.6% | 3.87% | -5.2% |
| Q4 2022 | $4,781,776 | +21.7% | 63,301 | +7.0% | 4.09% | +14.0% |
| Q3 2022 | $3,929,000 | -7.0% | 59,150 | +0.3% | 3.58% | -1.3% |
| Q2 2022 | $4,224,000 | -4.4% | 58,980 | +5.7% | 3.63% | +1.1% |
| Q1 2022 | $4,420,000 | +3.5% | 55,789 | +5.5% | 3.60% | +3.7% |
| Q4 2021 | $4,272,000 | – | 52,856 | – | 3.47% | – |
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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% |