SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,154 | -2.4% | 3,295 | +0.2% | 0.18% | +1.1% |
| Q2 2023 | $238,920 | +83731.6% | 3,290 | -12.7% | 0.18% | -17.4% |
| Q4 2022 | $285 | -99.9% | 3,770 | -3.8% | 0.22% | -6.0% |
| Q3 2022 | $260,000 | -7.5% | 3,920 | 0.0% | 0.23% | -3.3% |
| Q2 2022 | $281,000 | -9.1% | 3,920 | 0.0% | 0.24% | +4.3% |
| Q1 2022 | $309,000 | +11.2% | 3,920 | +13.8% | 0.23% | +20.4% |
| Q4 2021 | $278,000 | +10.8% | 3,445 | +1.8% | 0.19% | -1.0% |
| Q3 2021 | $251,000 | -20.3% | 3,385 | -18.8% | 0.19% | -22.2% |
| Q2 2021 | $315,000 | +55.9% | 4,171 | +50.6% | 0.25% | +52.1% |
| Q1 2021 | $202,000 | – | 2,770 | – | 0.16% | – |
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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% |