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 | $11,655,729 | +43.4% | 164,722 | +47.2% | 0.24% | +47.9% |
| Q2 2023 | $8,125,815 | +25.2% | 111,895 | +26.1% | 0.16% | +18.1% |
| Q1 2023 | $6,489,438 | +106.5% | 88,702 | +113.2% | 0.14% | +91.7% |
| Q4 2022 | $3,142,993 | +25.7% | 41,607 | +10.5% | 0.07% | +22.0% |
| Q3 2022 | $2,501,000 | +19.8% | 37,647 | +29.2% | 0.06% | +31.1% |
| Q2 2022 | $2,087,000 | +8.5% | 29,138 | +19.5% | 0.04% | +28.6% |
| Q1 2022 | $1,923,000 | +4.6% | 24,375 | +7.2% | 0.04% | +9.4% |
| Q4 2021 | $1,838,000 | +55.2% | 22,744 | +42.6% | 0.03% | +45.5% |
| Q3 2021 | $1,184,000 | +16.1% | 15,944 | +18.2% | 0.02% | +22.2% |
| Q2 2021 | $1,020,000 | +30.3% | 13,491 | +25.7% | 0.02% | +12.5% |
| Q1 2021 | $783,000 | +22.2% | 10,736 | +7.5% | 0.02% | +14.3% |
| Q4 2020 | $641,000 | +76.1% | 9,986 | +51.9% | 0.01% | +55.6% |
| Q3 2020 | $364,000 | +47.4% | 6,575 | +37.9% | 0.01% | +50.0% |
| Q2 2020 | $247,000 | +20.5% | 4,769 | +4.4% | 0.01% | 0.0% |
| Q1 2020 | $205,000 | -22.6% | 4,568 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $265,000 | -22.3% | 4,568 | -26.7% | 0.01% | -22.2% |
| Q3 2019 | $341,000 | – | 6,233 | – | 0.01% | – |
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% |