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 | $405,414 | +4.8% | 5,729 | +7.5% | 0.02% | +12.5% |
| Q2 2023 | $386,930 | +14.8% | 5,328 | +15.6% | 0.02% | +6.7% |
| Q1 2023 | $337,187 | -44.3% | 4,609 | -39.9% | 0.02% | -40.0% |
| Q1 2022 | $605,000 | -2.3% | 7,674 | +0.2% | 0.02% | 0.0% |
| Q4 2021 | $619,000 | +9.2% | 7,656 | +0.3% | 0.02% | -3.8% |
| Q3 2021 | $567,000 | +131.4% | 7,635 | +135.8% | 0.03% | +116.7% |
| Q2 2021 | $245,000 | +4.3% | 3,238 | +0.6% | 0.01% | 0.0% |
| Q1 2021 | $235,000 | +14.6% | 3,220 | +0.5% | 0.01% | 0.0% |
| Q4 2020 | $205,000 | -3.3% | 3,203 | -19.8% | 0.01% | -40.0% |
| Q2 2019 | $212,000 | – | 3,995 | – | 0.02% | – |
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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% |