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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,255,174 | +2.0% | 31,870 | +4.7% | 1.32% | +4.7% |
| Q2 2023 | $2,210,013 | -2.8% | 30,432 | -2.1% | 1.26% | -10.9% |
| Q1 2023 | $2,274,530 | -0.6% | 31,089 | +2.7% | 1.42% | +1.2% |
| Q4 2022 | $2,287,376 | +11.0% | 30,280 | -2.4% | 1.40% | +5.3% |
| Q3 2022 | $2,060,000 | -2.2% | 31,011 | +5.5% | 1.33% | +1.1% |
| Q2 2022 | $2,106,000 | -7.5% | 29,404 | +1.9% | 1.32% | +11.2% |
| Q1 2022 | $2,277,000 | +7.7% | 28,859 | +10.4% | 1.18% | +8.7% |
| Q4 2021 | $2,114,000 | – | 26,149 | – | 1.09% | – |
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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% |