SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,108,858 | +328.8% | 283,444 | +342.4% | 0.15% | +118.6% |
| Q2 2023 | $4,690,096 | -0.7% | 64,074 | +0.1% | 0.07% | -9.1% |
| Q1 2023 | $4,722,076 | -19.3% | 64,035 | -50.2% | 0.08% | +54.0% |
| Q4 2022 | $5,852,588 | -32.1% | 128,698 | +0.3% | 0.05% | -35.9% |
| Q3 2022 | $8,617,756 | +177.1% | 128,256 | +195.4% | 0.08% | +14.7% |
| Q2 2022 | $3,110,166 | -9.0% | 43,422 | +2.0% | 0.07% | -15.0% |
| Q1 2022 | $3,418,000 | -0.3% | 42,575 | +0.4% | 0.08% | -5.9% |
| Q4 2021 | $3,429,000 | +2.2% | 42,420 | -6.1% | 0.08% | -13.3% |
| Q3 2021 | $3,356,000 | +0.6% | 45,197 | +2.4% | 0.10% | -2.0% |
| Q2 2021 | $3,337,000 | +9.2% | 44,131 | +5.3% | 0.10% | -2.9% |
| Q1 2021 | $3,055,000 | +8.7% | 41,900 | -4.4% | 0.10% | -10.4% |
| Q4 2020 | $2,811,000 | +75.0% | 43,833 | +50.9% | 0.12% | -34.3% |
| Q3 2020 | $1,606,000 | – | 29,052 | – | 0.18% | – |
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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% |