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 | $1,934 | -72.1% | 27,335 | -71.4% | 0.11% | -72.0% |
| Q2 2023 | $6,940 | -10.2% | 95,571 | -9.5% | 0.39% | -12.7% |
| Q1 2023 | $7,728 | +3.5% | 105,641 | +6.8% | 0.44% | -3.1% |
| Q4 2022 | $7,469 | -99.9% | 98,874 | +1.9% | 0.46% | +2.7% |
| Q3 2022 | $6,443,000 | -10.7% | 96,993 | -3.7% | 0.44% | -11.4% |
| Q2 2022 | $7,212,000 | +4.4% | 100,689 | +15.0% | 0.50% | +14.6% |
| Q1 2022 | $6,906,000 | +4.1% | 87,542 | +6.6% | 0.44% | +8.4% |
| Q4 2021 | $6,635,000 | +48.3% | 82,085 | +36.3% | 0.40% | +37.5% |
| Q3 2021 | $4,473,000 | +6.1% | 60,242 | +8.1% | 0.29% | +3.5% |
| Q2 2021 | $4,215,000 | +3.1% | 55,742 | -0.6% | 0.28% | 0.0% |
| Q1 2021 | $4,089,000 | +165.0% | 56,069 | +133.1% | 0.28% | +109.6% |
| Q4 2020 | $1,543,000 | +39.4% | 24,057 | +20.2% | 0.14% | +28.6% |
| Q3 2020 | $1,107,000 | +609.6% | 20,017 | +563.5% | 0.10% | +556.2% |
| Q2 2020 | $156,000 | +33.3% | 3,017 | +16.1% | 0.02% | +14.3% |
| Q1 2020 | $117,000 | -48.7% | 2,599 | -34.0% | 0.01% | -39.1% |
| Q4 2019 | $228,000 | +9.1% | 3,938 | +3.1% | 0.02% | +4.5% |
| Q3 2019 | $209,000 | +18.8% | 3,818 | +14.9% | 0.02% | +15.8% |
| Q2 2019 | $176,000 | +38.6% | 3,322 | +36.6% | 0.02% | +26.7% |
| Q1 2019 | $127,000 | – | 2,432 | – | 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% |