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 | $573,651 | -1.5% | 8,107 | +1.1% | 0.07% | -2.8% |
| Q2 2023 | $582,413 | +0.8% | 8,020 | +1.6% | 0.07% | -4.0% |
| Q1 2023 | $577,671 | -3.2% | 7,896 | 0.0% | 0.08% | -8.5% |
| Q4 2022 | $596,464 | +15.1% | 7,896 | +1.3% | 0.08% | +10.8% |
| Q3 2022 | $518,000 | -7.2% | 7,791 | 0.0% | 0.07% | +4.2% |
| Q2 2022 | $558,000 | -10.6% | 7,791 | -1.5% | 0.07% | +9.2% |
| Q1 2022 | $624,000 | +3.8% | 7,911 | -2.3% | 0.06% | +6.6% |
| Q3 2021 | $601,000 | -28.9% | 8,095 | -27.5% | 0.06% | -16.4% |
| Q2 2021 | $845,000 | +8.3% | 11,170 | +4.5% | 0.07% | +15.9% |
| Q1 2021 | $780,000 | +20.7% | 10,690 | +6.2% | 0.06% | +31.2% |
| Q4 2020 | $646,000 | +23.3% | 10,070 | +6.3% | 0.05% | +14.3% |
| Q3 2020 | $524,000 | +10.5% | 9,470 | +3.4% | 0.04% | +20.0% |
| Q2 2020 | $474,000 | +15.0% | 9,160 | 0.0% | 0.04% | -5.4% |
| Q1 2020 | $412,000 | +17.0% | 9,160 | +50.5% | 0.04% | +37.0% |
| Q4 2019 | $352,000 | -28.5% | 6,085 | -32.2% | 0.03% | -28.9% |
| Q3 2019 | $492,000 | +9.8% | 8,980 | +6.4% | 0.04% | +90.0% |
| Q2 2019 | $448,000 | +3.0% | 8,440 | +1.5% | 0.02% | +5.3% |
| Q1 2019 | $435,000 | +26.1% | 8,315 | +13.1% | 0.02% | +11.8% |
| Q4 2018 | $345,000 | -11.5% | 7,350 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $390,000 | +8.0% | 7,350 | +0.3% | 0.02% | +6.2% |
| Q2 2018 | $361,000 | -0.6% | 7,330 | -0.9% | 0.02% | -5.9% |
| Q1 2018 | $363,000 | -4.2% | 7,400 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $379,000 | +20.7% | 7,400 | +10.1% | 0.02% | +13.3% |
| Q3 2017 | $314,000 | +48.8% | 6,720 | +43.7% | 0.02% | +50.0% |
| Q2 2017 | $211,000 | – | 4,678 | – | 0.01% | – |
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% |