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 | $6,186,513 | +0.5% | 87,430 | +3.2% | 0.86% | -3.3% |
| Q2 2023 | $6,155,181 | +7.8% | 84,759 | +7.3% | 0.88% | -3.6% |
| Q1 2023 | $5,710,417 | +70.9% | 78,982 | +78.6% | 0.92% | +40.6% |
| Q4 2022 | $3,341,500 | +20.8% | 44,235 | +6.3% | 0.65% | +11.6% |
| Q3 2022 | $2,766,000 | -9.5% | 41,631 | -2.4% | 0.58% | -9.4% |
| Q2 2022 | $3,056,000 | +25.2% | 42,670 | +39.6% | 0.65% | +44.5% |
| Q1 2022 | $2,441,000 | +14.0% | 30,568 | +13.3% | 0.45% | +28.4% |
| Q4 2021 | $2,142,000 | +203.4% | 26,987 | +188.3% | 0.35% | +174.0% |
| Q3 2021 | $706,000 | 0.0% | 9,360 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $706,000 | +48.6% | 9,360 | +43.6% | 0.13% | +35.1% |
| Q1 2021 | $475,000 | +13.9% | 6,517 | +0.3% | 0.09% | +9.3% |
| Q4 2020 | $417,000 | – | 6,499 | – | 0.09% | – |
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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% |