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 | $510,853 | +21.0% | 7,220 | +24.2% | 0.85% | +20.7% |
| Q2 2023 | $422,121 | +5.1% | 5,813 | +5.6% | 0.70% | -1.9% |
| Q1 2023 | $401,473 | -1.7% | 5,503 | +1.8% | 0.72% | -7.8% |
| Q4 2022 | $408,221 | +23.3% | 5,404 | +8.6% | 0.78% | +14.4% |
| Q3 2022 | $331,000 | -6.5% | 4,976 | +0.8% | 0.68% | +5.9% |
| Q2 2022 | $354,000 | +9.9% | 4,938 | +21.0% | 0.64% | +33.9% |
| Q1 2022 | $322,000 | – | 4,081 | – | 0.48% | – |
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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% |