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 2022 | $211,000 | -9.1% | 3,175 | -1.8% | 0.01% | -14.3% |
| Q2 2022 | $232,000 | -7.6% | 3,234 | +1.8% | 0.01% | +27.3% |
| Q1 2022 | $251,000 | -2.3% | 3,176 | +0.0% | 0.01% | -15.4% |
| Q4 2021 | $257,000 | +8.4% | 3,175 | -0.4% | 0.01% | -27.8% |
| Q3 2021 | $237,000 | +3.0% | 3,188 | -27.6% | 0.02% | -58.1% |
| Q1 2019 | $230,000 | +9.0% | 4,403 | -2.2% | 0.04% | -20.4% |
| Q3 2017 | $211,000 | – | 4,500 | – | 0.05% | – |
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% |