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 | $2,650,674 | -3.4% | 37,460 | -0.9% | 0.03% | 0.0% |
| Q2 2023 | $2,743,836 | +5.0% | 37,783 | +5.8% | 0.03% | -2.9% |
| Q1 2023 | $2,612,259 | -2.3% | 35,706 | +0.9% | 0.04% | -2.8% |
| Q4 2022 | $2,673,952 | +25.7% | 35,398 | +10.6% | 0.04% | +12.5% |
| Q3 2022 | $2,127,000 | +15.6% | 32,015 | +24.6% | 0.03% | +23.1% |
| Q2 2022 | $1,840,000 | -8.0% | 25,689 | +1.4% | 0.03% | +4.0% |
| Q1 2022 | $1,999,000 | +28.8% | 25,342 | +32.0% | 0.02% | +31.6% |
| Q4 2021 | $1,552,000 | +15.0% | 19,204 | +5.7% | 0.02% | +5.6% |
| Q3 2021 | $1,349,000 | +71.0% | 18,168 | +74.1% | 0.02% | +63.6% |
| Q2 2021 | $789,000 | +1.7% | 10,437 | -2.0% | 0.01% | -8.3% |
| Q1 2021 | $776,000 | +11.7% | 10,647 | -1.7% | 0.01% | 0.0% |
| Q4 2020 | $695,000 | +18.6% | 10,829 | +2.1% | 0.01% | +9.1% |
| Q3 2020 | $586,000 | +22.6% | 10,604 | +14.8% | 0.01% | +10.0% |
| Q2 2020 | $478,000 | +14.4% | 9,235 | -0.5% | 0.01% | +11.1% |
| Q1 2020 | $418,000 | -22.7% | 9,284 | -0.7% | 0.01% | -10.0% |
| Q4 2019 | $541,000 | -25.7% | 9,348 | -29.7% | 0.01% | -33.3% |
| Q3 2019 | $728,000 | -2.8% | 13,288 | -5.9% | 0.02% | 0.0% |
| Q2 2019 | $749,000 | -1.4% | 14,114 | -2.9% | 0.02% | -6.2% |
| Q1 2019 | $760,000 | +130.3% | 14,532 | +106.1% | 0.02% | +100.0% |
| Q4 2018 | $330,000 | -5.7% | 7,051 | +6.6% | 0.01% | 0.0% |
| Q3 2018 | $350,000 | +6.7% | 6,613 | -0.8% | 0.01% | 0.0% |
| Q2 2018 | $328,000 | +43.2% | 6,665 | +42.4% | 0.01% | +33.3% |
| Q1 2018 | $229,000 | +8.0% | 4,681 | +12.7% | 0.01% | +20.0% |
| Q4 2017 | $212,000 | -25.9% | 4,155 | -32.2% | 0.01% | -37.5% |
| Q3 2017 | $286,000 | +3.6% | 6,128 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $276,000 | +31.4% | 6,128 | +29.6% | 0.01% | +33.3% |
| Q1 2017 | $210,000 | -34.2% | 4,728 | -40.6% | 0.01% | -45.5% |
| Q1 2016 | $319,000 | -24.2% | 7,962 | -27.1% | 0.01% | -26.7% |
| Q4 2015 | $421,000 | – | 10,926 | – | 0.02% | – |
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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% |