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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $109 | 0.0% | 1,495 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $109 | -4.4% | 1,495 | -1.3% | 0.01% | -10.0% |
| Q4 2022 | $114 | -99.9% | 1,515 | -27.3% | 0.01% | -23.1% |
| Q3 2022 | $138,000 | +5.3% | 2,083 | +13.6% | 0.01% | +18.2% |
| Q2 2022 | $131,000 | -37.3% | 1,833 | -30.9% | 0.01% | -31.2% |
| Q1 2022 | $209,000 | +3.5% | 2,651 | +6.3% | 0.02% | +14.3% |
| Q4 2021 | $202,000 | -1.9% | 2,494 | -10.0% | 0.01% | -12.5% |
| Q3 2021 | $206,000 | -53.0% | 2,771 | -52.2% | 0.02% | -54.3% |
| Q2 2021 | $438,000 | +4.0% | 5,795 | +0.3% | 0.04% | -5.4% |
| Q1 2021 | $421,000 | +1007.9% | 5,779 | +741.2% | 0.04% | +825.0% |
| Q3 2020 | $38,000 | -84.0% | 687 | -84.2% | 0.00% | -87.1% |
| Q3 2019 | $238,000 | – | 4,349 | – | 0.03% | – |
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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% |