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 | $904,037 | -79.9% | 12,776 | -78.6% | 0.18% | -78.8% |
| Q2 2023 | $4,503,141 | +6.0% | 59,715 | +2.7% | 0.85% | -3.5% |
| Q1 2023 | $4,247,543 | -5.9% | 58,170 | -2.7% | 0.88% | -14.7% |
| Q4 2022 | $4,514,846 | +1.8% | 59,768 | -10.5% | 1.04% | -9.3% |
| Q3 2022 | $4,437,000 | -4.5% | 66,791 | +3.0% | 1.14% | -2.0% |
| Q2 2022 | $4,645,000 | -5.1% | 64,844 | +4.5% | 1.17% | +7.1% |
| Q1 2022 | $4,896,000 | +249.5% | 62,076 | +258.2% | 1.09% | +240.9% |
| Q4 2021 | $1,401,000 | +8.8% | 17,331 | -0.1% | 0.32% | +5.3% |
| Q3 2021 | $1,288,000 | – | 17,352 | – | 0.30% | – |
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% |