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 | $852 | -2.2% | 12,036 | +0.4% | 0.23% | +2.2% |
| Q2 2023 | $871 | -99.9% | 11,994 | -12.2% | 0.23% | -13.4% |
| Q1 2023 | $998,834 | +96968.4% | 13,653 | +0.3% | 0.26% | -4.0% |
| Q4 2022 | $1,029 | -99.9% | 13,616 | +0.3% | 0.27% | +10.1% |
| Q3 2022 | $902,000 | -7.0% | 13,576 | +0.3% | 0.25% | -10.5% |
| Q2 2022 | $970,000 | -7.5% | 13,536 | +1.8% | 0.28% | +2.2% |
| Q1 2022 | $1,049,000 | -2.1% | 13,294 | +0.2% | 0.27% | +9.3% |
| Q4 2021 | $1,072,000 | +9.2% | 13,267 | +0.3% | 0.25% | -2.7% |
| Q3 2021 | $982,000 | -1.6% | 13,233 | +0.2% | 0.26% | +0.4% |
| Q2 2021 | $998,000 | +4.0% | 13,200 | +0.2% | 0.25% | -5.2% |
| Q1 2021 | $960,000 | +13.9% | 13,170 | +0.2% | 0.27% | +5.1% |
| Q4 2020 | $843,000 | +16.3% | 13,142 | +0.3% | 0.26% | -1.9% |
| Q3 2020 | $725,000 | +16.2% | 13,103 | +8.6% | 0.26% | -6.1% |
| Q2 2020 | $624,000 | +17.7% | 12,064 | +2.4% | 0.28% | +1.8% |
| Q1 2020 | $530,000 | -3.6% | 11,779 | +24.1% | 0.27% | +5.8% |
| Q4 2019 | $550,000 | +103.7% | 9,490 | +92.8% | 0.26% | +59.6% |
| Q3 2019 | $270,000 | +30.4% | 4,923 | +26.5% | 0.16% | +25.8% |
| Q2 2019 | $207,000 | +1.5% | 3,893 | 0.0% | 0.13% | -2.3% |
| Q1 2019 | $204,000 | +1.0% | 3,893 | +2.2% | 0.13% | +21.3% |
| Q3 2018 | $202,000 | – | 3,808 | – | 0.11% | – |
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% |