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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,134,000 | +14.4% | 29,270 | +0.7% | 0.98% | +9.8% |
| Q4 2020 | $1,865,000 | +17.1% | 29,071 | +0.9% | 0.90% | +29.7% |
| Q3 2020 | $1,593,000 | +7.9% | 28,800 | +1.0% | 0.69% | +8.3% |
| Q2 2020 | $1,476,000 | +16.0% | 28,520 | +0.9% | 0.64% | +1.1% |
| Q1 2020 | $1,272,000 | -22.7% | 28,277 | +1.0% | 0.63% | -7.5% |
| Q4 2019 | $1,645,000 | +9.1% | 28,006 | +1.7% | 0.68% | +4.1% |
| Q3 2019 | $1,508,000 | +4.0% | 27,536 | +0.8% | 0.65% | +2.3% |
| Q2 2019 | $1,450,000 | – | 27,320 | – | 0.64% | – |
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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% |