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 | $314 | -2.5% | 4,443 | +0.2% | 0.05% | 0.0% |
| Q2 2023 | $322 | -0.6% | 4,436 | +0.2% | 0.05% | -9.4% |
| Q1 2023 | $324 | +19.1% | 4,428 | +23.0% | 0.05% | +12.8% |
| Q4 2022 | $272 | -99.9% | 3,601 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $239,000 | -7.4% | 3,601 | 0.0% | 0.05% | -2.1% |
| Q2 2022 | $258,000 | -9.2% | 3,601 | 0.0% | 0.05% | +2.1% |
| Q1 2022 | $284,000 | -2.4% | 3,601 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $291,000 | +9.4% | 3,601 | +0.5% | 0.05% | 0.0% |
| Q3 2021 | $266,000 | -1.8% | 3,582 | 0.0% | 0.05% | -4.1% |
| Q2 2021 | $271,000 | +3.8% | 3,582 | 0.0% | 0.05% | +2.1% |
| Q1 2021 | $261,000 | +64.2% | 3,582 | +44.3% | 0.05% | +37.1% |
| Q4 2020 | $159,000 | +16.1% | 2,482 | 0.0% | 0.04% | +2.9% |
| Q3 2020 | $137,000 | +7.0% | 2,482 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $128,000 | +14.3% | 2,482 | 0.0% | 0.03% | -2.9% |
| Q1 2020 | $112,000 | +1300.0% | 2,482 | +1780.3% | 0.04% | +1650.0% |
| Q4 2019 | $8,000 | – | 132 | – | 0.00% | – |
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% |