SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,256,261 | +9.8% | 74,283 | +12.7% | 0.69% | +13.8% |
| Q2 2023 | $4,788,516 | +37.8% | 65,939 | +38.8% | 0.61% | +29.2% |
| Q1 2023 | $3,475,203 | +42.7% | 47,501 | +47.4% | 0.47% | +39.6% |
| Q4 2022 | $2,435,022 | +50.3% | 32,235 | +32.2% | 0.34% | +37.4% |
| Q3 2022 | $1,620,000 | +54.0% | 24,390 | +66.0% | 0.25% | +51.9% |
| Q2 2022 | $1,052,000 | -1.9% | 14,689 | +8.1% | 0.16% | +11.0% |
| Q1 2022 | $1,072,000 | +309.2% | 13,587 | +319.0% | 0.15% | +305.6% |
| Q4 2021 | $262,000 | +8.7% | 3,243 | 0.0% | 0.04% | -2.7% |
| Q3 2021 | $241,000 | -1.6% | 3,243 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $245,000 | -53.1% | 3,243 | -77.7% | 0.04% | -87.2% |
| Q3 2015 | $522,000 | -6.1% | 14,521 | 0.0% | 0.29% | +2.5% |
| Q2 2015 | $556,000 | -2.8% | 14,521 | 0.0% | 0.28% | -6.3% |
| Q1 2015 | $572,000 | -1.2% | 14,521 | 0.0% | 0.30% | -2.3% |
| Q4 2014 | $579,000 | +2.8% | 14,521 | -0.5% | 0.31% | -1.6% |
| Q3 2014 | $563,000 | +125.2% | 14,596 | +123.2% | 0.31% | +106.6% |
| Q2 2014 | $250,000 | – | 6,540 | – | 0.15% | – |
Download | ||||||
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% |