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 | $1,209 | -17.1% | 17,081 | -15.0% | 0.00% | -20.0% |
| Q2 2023 | $1,459 | +172.7% | 20,095 | +174.6% | 0.01% | +150.0% |
| Q1 2023 | $535 | +41.2% | 7,318 | +46.0% | 0.00% | +100.0% |
| Q4 2022 | $379 | -99.9% | 5,013 | -18.9% | 0.00% | -50.0% |
| Q1 2022 | $488,000 | +96.8% | 6,181 | +101.4% | 0.00% | +100.0% |
| Q4 2021 | $248,000 | +12.2% | 3,069 | +3.0% | 0.00% | 0.0% |
| Q3 2021 | $221,000 | +7.3% | 2,980 | +9.2% | 0.00% | 0.0% |
| Q2 2021 | $206,000 | -12.7% | 2,729 | -15.7% | 0.00% | 0.0% |
| Q1 2021 | $236,000 | -10.3% | 3,236 | -21.0% | 0.00% | 0.0% |
| Q4 2020 | $263,000 | +26.4% | 4,094 | +9.0% | 0.00% | 0.0% |
| Q3 2020 | $208,000 | -36.2% | 3,757 | -33.3% | 0.00% | -50.0% |
| Q4 2019 | $326,000 | +25.4% | 5,635 | +15.2% | 0.00% | +100.0% |
| Q3 2019 | $260,000 | 0.0% | 4,891 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $260,000 | +14.5% | 4,891 | +12.5% | 0.00% | 0.0% |
| Q1 2019 | $227,000 | – | 4,349 | – | 0.00% | – |
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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% |