SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,663 | -9.7% | 4,235 | -7.3% | 0.02% | -11.5% |
| Q2 2023 | $331,868 | -2.2% | 4,570 | -1.5% | 0.03% | -7.1% |
| Q1 2023 | $339,457 | -3.2% | 4,640 | 0.0% | 0.03% | -9.7% |
| Q4 2022 | $350,500 | +13.8% | 4,640 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $308,000 | +2.0% | 4,640 | +10.1% | 0.03% | +3.3% |
| Q2 2022 | $302,000 | -3.8% | 4,215 | +6.0% | 0.03% | +3.4% |
| Q1 2022 | $314,000 | -2.2% | 3,976 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $321,000 | +13.8% | 3,976 | -0.4% | 0.03% | -14.7% |
| Q3 2021 | $282,000 | +11.0% | 3,993 | +19.0% | 0.03% | +36.0% |
| Q2 2021 | $254,000 | – | 3,356 | – | 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% |