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 | $2,062 | -0.5% | 29,141 | +2.1% | 0.62% | +0.6% |
| Q2 2023 | $2,072 | +25.0% | 28,530 | +25.9% | 0.62% | +16.8% |
| Q1 2023 | $1,658 | -3.7% | 22,668 | -0.5% | 0.53% | -18.6% |
| Q4 2022 | $1,721 | -99.9% | 22,776 | +9.3% | 0.65% | +18.0% |
| Q3 2022 | $1,384,000 | +7.5% | 20,836 | +15.9% | 0.55% | +21.9% |
| Q2 2022 | $1,288,000 | -6.1% | 17,979 | +3.4% | 0.45% | -2.4% |
| Q1 2022 | $1,371,000 | +17.0% | 17,380 | +19.9% | 0.46% | +31.9% |
| Q4 2021 | $1,172,000 | +7.8% | 14,495 | -1.0% | 0.35% | +4.2% |
| Q3 2021 | $1,087,000 | +2.5% | 14,646 | +4.4% | 0.34% | +6.6% |
| Q2 2021 | $1,061,000 | +24.4% | 14,028 | +19.9% | 0.32% | +17.9% |
| Q1 2021 | $853,000 | – | 11,697 | – | 0.27% | – |
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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% |