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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $214,243 | -88.7% | 2,950 | -88.2% | 0.02% | -87.6% |
| Q4 2022 | $1,888,594 | +22.7% | 25,001 | +7.9% | 0.19% | +17.6% |
| Q3 2022 | $1,539,000 | +17.3% | 23,172 | +26.5% | 0.16% | +36.4% |
| Q2 2022 | $1,312,000 | -6.2% | 18,313 | +3.3% | 0.12% | +7.1% |
| Q1 2022 | $1,398,000 | -39.5% | 17,725 | -37.3% | 0.11% | -38.6% |
| Q4 2021 | $2,312,000 | -13.6% | 28,291 | -17.7% | 0.18% | +1.1% |
| Q3 2021 | $2,675,000 | +172.4% | 34,392 | +164.9% | 0.18% | +44.4% |
| Q2 2021 | $982,000 | +8.5% | 12,982 | +4.6% | 0.13% | -10.6% |
| Q1 2021 | $905,000 | +28.9% | 12,407 | +16.4% | 0.14% | +18.5% |
| Q4 2020 | $702,000 | +21.9% | 10,656 | +7.3% | 0.12% | +3.5% |
| Q3 2020 | $576,000 | -11.7% | 9,935 | -18.7% | 0.12% | -17.3% |
| Q2 2020 | $652,000 | +10.9% | 12,222 | -0.7% | 0.14% | 0.0% |
| Q1 2020 | $588,000 | -50.1% | 12,305 | -39.5% | 0.14% | -45.7% |
| Q4 2019 | $1,178,000 | +12.8% | 20,332 | +6.6% | 0.26% | +2.8% |
| Q3 2019 | $1,044,000 | -75.0% | 19,065 | -75.8% | 0.25% | -76.4% |
| Q2 2019 | $4,179,000 | +4.5% | 78,738 | +2.9% | 1.06% | -5.7% |
| Q1 2019 | $4,000,000 | +897.5% | 76,519 | +796.2% | 1.12% | +775.0% |
| Q4 2018 | $401,000 | -9.7% | 8,538 | +1.9% | 0.13% | -2.3% |
| Q3 2018 | $444,000 | -58.3% | 8,375 | -61.2% | 0.13% | -60.9% |
| Q2 2018 | $1,064,000 | +24.2% | 21,595 | +23.6% | 0.34% | +3.1% |
| Q1 2018 | $857,000 | +4.9% | 17,471 | +9.5% | 0.32% | +54.0% |
| Q4 2017 | $817,000 | +26.3% | 15,958 | +15.4% | 0.21% | -67.1% |
| Q3 2017 | $647,000 | – | 13,834 | – | 0.64% | – |
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% |