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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,507,418 | +2.5% | 515,933 | +5.5% | 12.27% | +4.6% |
| Q2 2023 | $35,608,384 | +3.4% | 489,108 | +3.9% | 11.73% | -3.2% |
| Q1 2023 | $34,452,311 | +0.5% | 470,917 | +3.8% | 12.12% | -0.6% |
| Q4 2022 | $34,277,030 | +15.9% | 453,760 | +2.0% | 12.19% | +5.3% |
| Q3 2022 | $29,576,000 | +11.1% | 444,997 | +19.7% | 11.58% | +6.7% |
| Q2 2022 | $26,631,000 | -9.9% | 371,789 | +0.7% | 10.85% | +12.8% |
| Q1 2022 | $29,566,000 | +0.7% | 369,289 | +0.3% | 9.62% | -6.6% |
| Q4 2021 | $29,366,000 | – | 368,204 | – | 10.30% | – |
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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% |