SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,262 | -1.7% | 4,130 | +0.9% | 0.04% | +2.9% |
| Q2 2023 | $297,222 | -47.7% | 4,093 | -48.4% | 0.03% | -52.8% |
| Q2 2022 | $568,000 | +4.2% | 7,926 | +14.7% | 0.07% | +5.9% |
| Q1 2022 | $545,000 | -1.8% | 6,911 | +0.6% | 0.07% | -2.9% |
| Q4 2021 | $555,000 | +9.7% | 6,870 | +0.8% | 0.07% | -1.4% |
| Q3 2021 | $506,000 | -11.2% | 6,815 | -9.7% | 0.07% | -12.3% |
| Q2 2021 | $570,000 | -2.4% | 7,543 | -5.9% | 0.08% | -10.0% |
| Q1 2021 | $584,000 | +8.6% | 8,015 | -4.4% | 0.09% | +7.1% |
| Q4 2020 | $538,000 | +17.0% | 8,388 | +1.0% | 0.08% | +2.4% |
| Q3 2020 | $460,000 | +13.3% | 8,309 | +5.8% | 0.08% | +2.5% |
| Q2 2020 | $406,000 | +11.5% | 7,850 | +14.3% | 0.08% | -2.4% |
| Q2 2019 | $364,000 | +1.4% | 6,866 | 0.0% | 0.08% | -3.5% |
| Q1 2019 | $359,000 | +12.2% | 6,866 | +0.7% | 0.08% | +6.2% |
| Q4 2018 | $320,000 | – | 6,820 | – | 0.08% | – |
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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% |