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 | $35,947 | +201.5% | 508 | +209.8% | 0.00% | +300.0% |
| Q2 2023 | $11,921 | +62.9% | 164 | +64.0% | 0.00% | 0.0% |
| Q1 2023 | $7,316 | -93.2% | 100 | -93.0% | 0.00% | -92.9% |
| Q4 2022 | $108,120 | +68.9% | 1,431 | +47.8% | 0.01% | +75.0% |
| Q3 2022 | $64,000 | +52.4% | 968 | +65.8% | 0.01% | +60.0% |
| Q2 2022 | $42,000 | -50.6% | 584 | -45.8% | 0.01% | -50.0% |
| Q1 2022 | $85,000 | -50.6% | 1,078 | -49.2% | 0.01% | -50.0% |
| Q4 2021 | $172,000 | -2.8% | 2,122 | -11.0% | 0.02% | -9.1% |
| Q3 2021 | $177,000 | +113.3% | 2,385 | +117.2% | 0.02% | +120.0% |
| Q2 2021 | $83,000 | +1975.0% | 1,098 | +1730.0% | 0.01% | +900.0% |
| Q1 2021 | $4,000 | -76.5% | 60 | -76.8% | 0.00% | -66.7% |
| Q4 2020 | $17,000 | -60.5% | 259 | -66.5% | 0.00% | -57.1% |
| Q3 2020 | $43,000 | – | 773 | +12783.3% | 0.01% | – |
| Q4 2019 | $0 | -100.0% | 6 | -94.4% | 0.00% | -100.0% |
| Q4 2018 | $5,000 | – | 107 | – | 0.00% | – |
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% |