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 | $310,935 | -2.6% | 4,394 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $319,108 | +2.8% | 4,394 | +3.5% | 0.02% | 0.0% |
| Q1 2023 | $310,507 | -3.2% | 4,244 | 0.0% | 0.02% | -10.5% |
| Q4 2022 | $320,609 | +13.7% | 4,244 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $282,000 | -7.2% | 4,244 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $304,000 | -9.3% | 4,244 | 0.0% | 0.02% | +10.5% |
| Q1 2022 | $335,000 | -2.3% | 4,244 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $343,000 | -99.9% | 4,244 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $315,091,000 | -1.8% | 4,244 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $320,948,000 | +3.7% | 4,244 | 0.0% | 0.02% | +5.3% |
| Q1 2021 | $309,489,000 | +113682.7% | 4,244 | 0.0% | 0.02% | +11.8% |
| Q4 2020 | $272,000 | -99.9% | 4,244 | 0.0% | 0.02% | -43.3% |
| Q3 2020 | $234,705,000 | +6.8% | 4,244 | -32.6% | 0.03% | -3.2% |
| Q2 2020 | $219,857,000 | +15.2% | 6,301 | +48.5% | 0.03% | -8.8% |
| Q1 2020 | $190,905,000 | -22.3% | 4,244 | 0.0% | 0.03% | +6.2% |
| Q4 2019 | $245,825,000 | +105859.1% | 4,244 | 0.0% | 0.03% | -5.9% |
| Q3 2019 | $232,000 | -99.9% | 4,244 | -16.4% | 0.03% | -17.1% |
| Q2 2019 | $269,558,000 | – | 5,079 | – | 0.04% | – |
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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% |