SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,483 | -2.3% | 3,766 | +0.3% | 0.15% | +2.0% |
| Q2 2023 | $272,761 | +4.6% | 3,756 | +5.3% | 0.15% | 0.0% |
| Q1 2023 | $260,889 | -12.4% | 3,566 | -9.5% | 0.15% | -2.6% |
| Q4 2022 | $297,703 | +16.3% | 3,941 | +2.2% | 0.15% | -0.6% |
| Q3 2022 | $256,000 | -7.9% | 3,857 | -0.8% | 0.16% | +7.6% |
| Q2 2022 | $278,000 | -7.6% | 3,887 | +1.9% | 0.14% | -5.3% |
| Q1 2022 | $301,000 | -72.8% | 3,814 | -72.2% | 0.15% | -70.2% |
| Q4 2021 | $1,107,000 | +8.5% | 13,701 | -0.3% | 0.51% | -7.1% |
| Q3 2021 | $1,020,000 | -29.3% | 13,741 | -28.0% | 0.55% | -31.8% |
| Q2 2021 | $1,443,000 | +2.1% | 19,082 | -1.6% | 0.80% | -5.8% |
| Q1 2021 | $1,414,000 | +98.0% | 19,390 | +74.1% | 0.86% | +83.9% |
| Q4 2020 | $714,000 | +233.6% | 11,138 | +166.3% | 0.46% | +161.2% |
| Q4 2017 | $214,000 | +1.9% | 4,183 | -6.8% | 0.18% | -3.3% |
| Q3 2017 | $210,000 | +4.0% | 4,488 | 0.0% | 0.18% | +2.2% |
| Q2 2017 | $202,000 | +1.0% | 4,488 | 0.0% | 0.18% | +1.1% |
| Q1 2017 | $200,000 | – | 4,488 | – | 0.18% | – |
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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% |