SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $142,228 | +50.2% | 2,010 | +54.1% | 0.03% | +61.1% |
| Q2 2023 | $94,697 | -0.7% | 1,304 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $95,401 | -3.2% | 1,304 | 0.0% | 0.02% | -5.0% |
| Q4 2022 | $98,504 | +15.9% | 1,304 | +2.3% | 0.02% | +17.6% |
| Q3 2022 | $85,000 | -34.1% | 1,275 | -29.0% | 0.02% | -32.0% |
| Q2 2022 | $129,000 | +25.2% | 1,795 | +37.5% | 0.02% | +47.1% |
| Q1 2022 | $103,000 | -1.9% | 1,305 | 0.0% | 0.02% | -10.5% |
| Q4 2021 | $105,000 | +6.1% | 1,305 | -2.2% | 0.02% | 0.0% |
| Q3 2021 | $99,000 | -2.0% | 1,335 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $101,000 | -55.7% | 1,335 | -66.1% | 0.02% | -66.1% |
| Q4 2019 | $228,000 | -95.0% | 3,935 | -96.7% | 0.06% | -97.9% |
| Q2 2015 | $4,551,000 | -10.5% | 118,860 | -7.9% | 2.71% | -10.0% |
| Q1 2015 | $5,087,000 | -2.9% | 129,080 | -1.9% | 3.01% | -11.6% |
| Q4 2014 | $5,241,000 | +9.9% | 131,525 | +6.4% | 3.40% | -16.9% |
| Q3 2014 | $4,769,000 | +1.9% | 123,670 | +1.2% | 4.10% | +1.2% |
| Q2 2014 | $4,678,000 | +89.9% | 122,225 | +82.8% | 4.05% | +54.2% |
| Q1 2014 | $2,464,000 | +23.2% | 66,855 | +22.5% | 2.62% | -5.5% |
| Q4 2013 | $2,000,000 | – | 54,555 | – | 2.78% | – |
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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% |