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 | $12,053,213 | -3.2% | 170,339 | -0.7% | 9.90% | -0.7% |
Q2 2023 | $12,455,412 | -3.1% | 171,515 | -2.4% | 9.96% | -14.2% |
Q1 2023 | $12,855,245 | -3.5% | 175,714 | -0.4% | 11.61% | -16.5% |
Q4 2022 | $13,325,665 | +15.7% | 176,405 | +1.8% | 13.90% | +2.8% |
Q3 2022 | $11,515,000 | -6.6% | 173,338 | +0.7% | 13.52% | -2.0% |
Q2 2022 | $12,329,000 | -9.3% | 172,120 | -0.1% | 13.79% | +7.3% |
Q1 2022 | $13,598,000 | -0.7% | 172,362 | +1.8% | 12.86% | +2.3% |
Q4 2021 | $13,690,000 | – | 169,370 | – | 12.57% | – |
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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% |