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 | $33,443,937 | +74.3% | 430,092 | +80.8% | 10.46% | -8.0% |
| Q1 2024 | $19,184,538 | -12.7% | 237,933 | -17.6% | 11.37% | +0.8% |
| Q4 2023 | $21,977,475 | +6.7% | 288,684 | -0.8% | 11.28% | -4.4% |
| Q3 2023 | $20,596,252 | -1.8% | 291,072 | +0.8% | 11.79% | +4.3% |
| Q2 2023 | $20,977,925 | +1.2% | 288,873 | +1.9% | 11.30% | -0.8% |
| Q1 2023 | $20,737,321 | -3.6% | 283,452 | -0.5% | 11.39% | +5.5% |
| Q4 2022 | $21,509,919 | -25.5% | 284,749 | -34.5% | 10.80% | -13.3% |
| Q3 2022 | $28,871,941 | +39.6% | 434,622 | +50.5% | 12.45% | +7.9% |
| Q2 2022 | $20,681,502 | +8.3% | 288,727 | +19.3% | 11.54% | +25.0% |
| Q1 2022 | $19,088,665 | -1.8% | 241,966 | +0.6% | 9.24% | -31.6% |
| Q4 2021 | $19,437,858 | – | 240,478 | – | 13.50% | – |
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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% |