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 | $610,653 | -2.3% | 8,630 | +0.2% | 0.04% | -2.4% |
| Q2 2023 | $625,347 | +6.4% | 8,611 | +7.2% | 0.04% | +5.0% |
| Q1 2023 | $587,510 | -3.2% | 8,030 | -0.0% | 0.04% | -4.8% |
| Q4 2022 | $606,837 | +15.1% | 8,033 | +1.2% | 0.04% | +5.0% |
| Q3 2022 | $527,000 | +89.6% | 7,939 | +104.2% | 0.04% | +100.0% |
| Q2 2022 | $278,000 | -5.4% | 3,887 | +4.2% | 0.02% | +11.1% |
| Q1 2022 | $294,000 | -3.9% | 3,731 | -1.6% | 0.02% | -5.3% |
| Q4 2021 | $306,000 | +29.1% | 3,791 | +19.0% | 0.02% | +26.7% |
| Q3 2021 | $237,000 | – | 3,186 | – | 0.02% | – |
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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% |