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 | $275,435 | +3.3% | 3,893 | +6.0% | 0.00% | +33.3% |
| Q2 2023 | $266,654 | -44.0% | 3,672 | -43.5% | 0.00% | -50.0% |
| Q1 2023 | $475,801 | +3.8% | 6,504 | +7.2% | 0.01% | 0.0% |
| Q4 2022 | $458,316 | +7.1% | 6,067 | -5.8% | 0.01% | -14.3% |
| Q3 2022 | $428,000 | +95.4% | 6,442 | +110.7% | 0.01% | +133.3% |
| Q2 2022 | $219,000 | -54.1% | 3,057 | -49.4% | 0.00% | -57.1% |
| Q1 2022 | $477,000 | -10.3% | 6,044 | -8.2% | 0.01% | 0.0% |
| Q4 2021 | $532,000 | +27.6% | 6,585 | +17.2% | 0.01% | 0.0% |
| Q3 2021 | $417,000 | -1.9% | 5,617 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $425,000 | +3.7% | 5,617 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $410,000 | -28.6% | 5,617 | -37.3% | 0.01% | -36.4% |
| Q4 2020 | $574,000 | +58.1% | 8,954 | +36.5% | 0.01% | +57.1% |
| Q3 2020 | $363,000 | +7.4% | 6,558 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $338,000 | -22.1% | 6,537 | -12.8% | 0.01% | -12.5% |
| Q4 2019 | $434,000 | – | 7,496 | – | 0.01% | – |
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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% |