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 2022 | $2,909,000 | +0.7% | 43,797 | +9.0% | 0.12% | +2.5% |
| Q2 2022 | $2,888,000 | +2.3% | 40,190 | +12.3% | 0.12% | +13.0% |
| Q1 2022 | $2,822,000 | +26.3% | 35,801 | +29.5% | 0.11% | +2.9% |
| Q4 2021 | $2,235,000 | +24.9% | 27,655 | +14.7% | 0.10% | +20.7% |
| Q3 2021 | $1,789,000 | +8.3% | 24,102 | +10.3% | 0.09% | +16.0% |
| Q2 2021 | $1,652,000 | +7.3% | 21,843 | +3.5% | 0.08% | -6.2% |
| Q1 2021 | $1,539,000 | +9.9% | 21,110 | -3.4% | 0.08% | +6.7% |
| Q4 2020 | $1,401,000 | +96.8% | 21,843 | +69.7% | 0.08% | +27.1% |
| Q3 2020 | $712,000 | +13.7% | 12,874 | +5.9% | 0.06% | +1.7% |
| Q2 2020 | $626,000 | -45.8% | 12,160 | -53.4% | 0.06% | -44.2% |
| Q1 2020 | $1,155,000 | -11.7% | 26,071 | +15.6% | 0.10% | +10.6% |
| Q4 2019 | $1,308,000 | +5.2% | 22,545 | -1.3% | 0.09% | 0.0% |
| Q3 2019 | $1,243,000 | +4.9% | 22,844 | +2.6% | 0.09% | +5.6% |
| Q2 2019 | $1,185,000 | +1.0% | 22,273 | -0.3% | 0.09% | -10.1% |
| Q1 2019 | $1,173,000 | +6.9% | 22,336 | -2.8% | 0.10% | +1.0% |
| Q4 2018 | $1,097,000 | +47.8% | 22,988 | +52.6% | 0.10% | -25.2% |
| Q2 2018 | $742,000 | +40.3% | 15,062 | +18.1% | 0.13% | +31.0% |
| Q2 2016 | $529,000 | +6.9% | 12,756 | +3.2% | 0.10% | -36.7% |
| Q1 2016 | $495,000 | -99.9% | 12,356 | +11.9% | 0.16% | -22.5% |
| Q4 2014 | $440,183,000 | -14.7% | 11,046 | -17.5% | 0.20% | -24.4% |
| Q3 2014 | $516,048,000 | +2.3% | 13,383 | +1.6% | 0.27% | +8.9% |
| Q2 2014 | $504,284,000 | – | 13,177 | – | 0.25% | – |
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% |