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 | $617,387 | -0.0% | 8,725 | +2.6% | 0.37% | -1.6% |
| Q2 2023 | $617,530 | -1.0% | 8,503 | -0.3% | 0.38% | -5.8% |
| Q1 2023 | $624,024 | -2.6% | 8,529 | +0.5% | 0.40% | -14.0% |
| Q4 2022 | $640,925 | +13.2% | 8,484 | -0.5% | 0.46% | +13.4% |
| Q3 2022 | $566,000 | +11.4% | 8,526 | +20.2% | 0.41% | +22.0% |
| Q2 2022 | $508,000 | -5.8% | 7,096 | +4.0% | 0.34% | +19.1% |
| Q1 2022 | $539,000 | +47.7% | 6,826 | +51.3% | 0.28% | +68.9% |
| Q4 2021 | $365,000 | +14.8% | 4,511 | +5.2% | 0.17% | +6.4% |
| Q3 2021 | $318,000 | +16.5% | 4,286 | +18.7% | 0.16% | +17.2% |
| Q2 2021 | $273,000 | – | 3,612 | – | 0.13% | – |
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% |