SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,493,012 | -13.8% | 20,559 | -29.4% | 0.01% | -35.3% |
| Q1 2023 | $1,731,064 | +49.0% | 29,120 | +89.4% | 0.02% | +21.4% |
| Q4 2022 | $1,161,655 | +25.9% | 15,378 | +10.6% | 0.01% | +16.7% |
| Q3 2022 | $923,000 | +9.1% | 13,910 | +17.7% | 0.01% | +9.1% |
| Q2 2022 | $846,000 | -15.9% | 11,821 | -7.3% | 0.01% | 0.0% |
| Q1 2022 | $1,006,000 | -3.8% | 12,755 | -1.5% | 0.01% | 0.0% |
| Q4 2021 | $1,046,000 | +2.6% | 12,946 | -5.7% | 0.01% | -21.4% |
| Q3 2021 | $1,019,000 | -0.9% | 13,735 | +1.0% | 0.01% | 0.0% |
| Q2 2021 | $1,028,000 | -3.4% | 13,594 | -6.8% | 0.01% | -22.2% |
| Q1 2021 | $1,064,000 | +43.8% | 14,592 | +26.3% | 0.02% | +20.0% |
| Q4 2020 | $740,000 | -13.1% | 11,550 | -25.0% | 0.02% | -31.8% |
| Q3 2020 | $852,000 | +44.4% | 15,398 | +35.1% | 0.02% | +22.2% |
| Q2 2020 | $590,000 | +15.0% | 11,396 | +0.0% | 0.02% | -18.2% |
| Q1 2020 | $513,000 | -1.5% | 11,394 | +26.7% | 0.02% | +4.8% |
| Q4 2019 | $521,000 | +5.9% | 8,992 | +0.0% | 0.02% | -16.0% |
| Q3 2019 | $492,000 | +2.5% | 8,989 | +0.0% | 0.02% | -7.4% |
| Q2 2019 | $480,000 | +48.6% | 8,987 | +45.3% | 0.03% | +28.6% |
| Q1 2019 | $323,000 | -78.7% | 6,187 | -82.2% | 0.02% | -94.4% |
| Q4 2016 | $1,518,000 | +44.6% | 34,845 | +40.5% | 0.37% | +16.5% |
| Q3 2016 | $1,050,000 | +21.2% | 24,808 | +18.7% | 0.32% | +20.2% |
| Q2 2016 | $866,000 | – | 20,908 | – | 0.27% | – |
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% |