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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,839,000 | +4.3% | 35,991 | +6.9% | 1.40% | +5.2% |
| Q4 2021 | $2,721,000 | +6.5% | 33,658 | -2.2% | 1.33% | -8.6% |
| Q3 2021 | $2,556,000 | -4.9% | 34,430 | -3.1% | 1.46% | +1.1% |
| Q2 2021 | $2,687,000 | +4.6% | 35,537 | +0.9% | 1.44% | -45.3% |
| Q1 2021 | $2,570,000 | +10.4% | 35,237 | -2.9% | 2.64% | +63.3% |
| Q4 2020 | $2,328,000 | +12.1% | 36,292 | -3.3% | 1.62% | -4.5% |
| Q3 2020 | $2,076,000 | -24.2% | 37,540 | -29.1% | 1.69% | -33.2% |
| Q2 2020 | $2,738,000 | +10.6% | 52,912 | -3.8% | 2.54% | -13.1% |
| Q1 2020 | $2,475,000 | -26.3% | 55,021 | -5.1% | 2.92% | -19.8% |
| Q4 2019 | $3,357,000 | -1.3% | 57,951 | -6.6% | 3.64% | -18.6% |
| Q3 2019 | $3,401,000 | +54.0% | 62,076 | +49.2% | 4.47% | +51.8% |
| Q2 2019 | $2,208,000 | +53.4% | 41,614 | +41.8% | 2.94% | +53.3% |
| Q1 2019 | $1,439,000 | +75.7% | 29,353 | +68.3% | 1.92% | +15.9% |
| Q4 2018 | $819,000 | -42.0% | 17,446 | -34.5% | 1.66% | -7.6% |
| Q3 2018 | $1,412,000 | +0.4% | 26,644 | -6.6% | 1.79% | -8.8% |
| Q2 2018 | $1,406,000 | -2.3% | 28,519 | -2.8% | 1.97% | +0.9% |
| Q1 2018 | $1,439,000 | -11.8% | 29,353 | -8.0% | 1.95% | -16.9% |
| Q4 2017 | $1,632,000 | – | 31,899 | – | 2.35% | – |
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% |