SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,148 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,081,780 | +3.3% | 193,953 | +7.1% | 8.22% | -1.4% |
| Q1 2024 | $14,598,509 | +11.0% | 181,056 | +4.8% | 8.34% | +2.8% |
| Q4 2023 | $13,152,056 | +14.7% | 172,758 | +6.7% | 8.12% | +4.2% |
| Q3 2023 | $11,461,537 | -1.5% | 161,978 | +1.1% | 7.79% | +1.0% |
| Q2 2023 | $11,630,938 | +9.5% | 160,162 | +10.3% | 7.71% | +3.9% |
| Q1 2023 | $10,619,698 | +8.1% | 145,157 | +11.6% | 7.42% | +2.5% |
| Q4 2022 | $9,824,405 | +18.4% | 130,056 | +4.2% | 7.24% | +9.4% |
| Q3 2022 | $8,295,000 | +1.8% | 124,865 | +9.8% | 6.62% | +5.6% |
| Q2 2022 | $8,146,000 | -1.1% | 113,723 | +8.9% | 6.27% | +9.3% |
| Q1 2022 | $8,237,000 | +9.9% | 104,411 | +12.6% | 5.73% | +8.5% |
| Q4 2021 | $7,498,000 | – | 92,756 | – | 5.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |