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 | $11,745,851 | +4.4% | 165,996 | +7.2% | 10.31% | +14.5% |
| Q2 2023 | $11,247,621 | +4.5% | 154,883 | +5.3% | 9.01% | -3.5% |
| Q1 2023 | $10,763,839 | -6.6% | 147,127 | -3.6% | 9.34% | -10.6% |
| Q4 2022 | $11,523,978 | -3.5% | 152,555 | -15.2% | 10.44% | -18.5% |
| Q3 2022 | $11,945,000 | -5.7% | 179,819 | +1.7% | 12.82% | -5.7% |
| Q2 2022 | $12,665,000 | -9.4% | 176,810 | -0.3% | 13.60% | +12.2% |
| Q1 2022 | $13,984,000 | -1.3% | 177,258 | +1.1% | 12.12% | -0.4% |
| Q4 2021 | $14,173,000 | – | 175,349 | – | 12.16% | – |
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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% |