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 | $976,602 | +25.8% | 13,802 | +29.1% | 0.32% | +37.1% |
| Q2 2023 | $776,504 | +22.1% | 10,693 | +23.0% | 0.24% | +10.7% |
| Q1 2023 | $636,036 | -3.4% | 8,694 | -0.2% | 0.21% | -16.4% |
| Q4 2022 | $658,281 | +26.8% | 8,714 | +11.5% | 0.26% | +16.4% |
| Q3 2022 | $519,000 | +0.6% | 7,813 | +8.4% | 0.22% | -6.0% |
| Q2 2022 | $516,000 | -25.4% | 7,205 | -17.9% | 0.23% | +27.2% |
| Q1 2022 | $692,000 | +10.9% | 8,775 | +13.7% | 0.18% | +15.7% |
| Q4 2021 | $624,000 | +73.8% | 7,720 | +59.8% | 0.16% | +60.6% |
| Q3 2021 | $359,000 | -12.0% | 4,832 | -10.5% | 0.10% | +8.8% |
| Q2 2021 | $408,000 | -96.6% | 5,400 | -96.7% | 0.09% | -96.9% |
| Q1 2021 | $11,864,000 | – | 162,698 | – | 2.92% | – |
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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% |