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 | $553,202 | +31.7% | 7,818 | +35.1% | 0.01% | +33.3% |
| Q2 2023 | $420,180 | +3.8% | 5,786 | +4.6% | 0.01% | -10.0% |
| Q1 2023 | $404,884 | +8.7% | 5,534 | +15.6% | 0.01% | +11.1% |
| Q4 2022 | $372,345 | +16.0% | 4,789 | -0.9% | 0.01% | -60.9% |
| Q3 2022 | $321,000 | -15.7% | 4,831 | -9.3% | 0.02% | -11.5% |
| Q2 2022 | $381,000 | -6.6% | 5,326 | +3.1% | 0.03% | 0.0% |
| Q1 2022 | $408,000 | +5.2% | 5,167 | +7.7% | 0.03% | 0.0% |
| Q4 2021 | $388,000 | +8.7% | 4,799 | -0.3% | 0.03% | -3.7% |
| Q3 2021 | $357,000 | +5850.0% | 4,814 | +3631.8% | 0.03% | +2600.0% |
| Q2 2018 | $6,000 | – | 129 | – | 0.00% | – |
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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% |