SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,819,565 | -11.7% | 96,376 | -9.4% | 0.76% | -9.4% |
| Q2 2023 | $7,723,500 | -19.1% | 106,355 | -18.5% | 0.84% | -23.2% |
| Q1 2023 | $9,551,550 | -1.7% | 130,557 | +1.5% | 1.10% | -14.2% |
| Q4 2022 | $9,712,555 | +14.7% | 128,575 | +0.8% | 1.28% | +4.3% |
| Q3 2022 | $8,470,000 | +0.7% | 127,498 | +8.6% | 1.22% | +6.0% |
| Q2 2022 | $8,411,000 | +38.6% | 117,428 | +56.4% | 1.15% | +75.1% |
| Q4 2021 | $6,068,000 | +69.4% | 75,066 | +55.6% | 0.66% | +34.2% |
| Q3 2021 | $3,581,000 | +116.1% | 48,233 | +55.6% | 0.49% | +10.3% |
| Q2 2019 | $1,657,000 | +15.4% | 30,993 | +14.4% | 0.44% | -10.3% |
| Q3 2018 | $1,436,000 | – | 27,096 | – | 0.50% | – |
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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% |