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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,754,000 | +11.4% | 21,699 | +2.3% | 0.12% | -6.5% |
| Q3 2021 | $1,574,000 | -1.1% | 21,201 | +0.7% | 0.12% | -3.1% |
| Q2 2021 | $1,592,000 | +14.9% | 21,050 | +10.8% | 0.13% | +3.3% |
| Q1 2021 | $1,385,000 | +31.2% | 18,991 | +15.4% | 0.12% | +21.8% |
| Q4 2020 | $1,056,000 | +16.0% | 16,463 | +0.1% | 0.10% | +3.1% |
| Q3 2020 | $910,000 | +8.7% | 16,454 | +1.8% | 0.10% | 0.0% |
| Q2 2020 | $837,000 | +15.6% | 16,169 | +0.4% | 0.10% | +5.4% |
| Q1 2020 | $724,000 | -6.3% | 16,104 | +20.7% | 0.09% | +16.2% |
| Q4 2019 | $773,000 | +63.8% | 13,341 | +54.7% | 0.08% | +56.9% |
| Q3 2019 | $472,000 | +7.3% | 8,622 | +4.0% | 0.05% | +8.5% |
| Q2 2019 | $440,000 | +104.7% | 8,291 | +81.3% | 0.05% | +4.4% |
| Q4 2018 | $215,000 | +5275.0% | 4,573 | +5476.8% | 0.04% | +2150.0% |
| Q3 2018 | $4,000 | -100.0% | 82 | -99.2% | 0.00% | -97.5% |
| Q4 2016 | $453,000,000 | +105989.0% | 10,388 | +2.8% | 0.08% | +3.9% |
| Q3 2016 | $427,000 | +1023.7% | 10,103 | +937.3% | 0.08% | +862.5% |
| Q3 2014 | $38,000 | – | 974 | – | 0.01% | – |
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% |