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 | $3,576,790 | -11.1% | 50,548 | -8.8% | 0.38% | -14.6% |
| Q2 2023 | $4,025,418 | -2.2% | 55,431 | -1.5% | 0.44% | -13.3% |
| Q1 2023 | $4,115,203 | +4.1% | 56,249 | +7.4% | 0.51% | -14.5% |
| Q4 2022 | $3,954,994 | +11.0% | 52,356 | -2.4% | 0.60% | -26.5% |
| Q3 2022 | $3,562,000 | -21.5% | 53,617 | -15.3% | 0.82% | -30.3% |
| Q2 2022 | $4,536,000 | +26.9% | 63,323 | +39.7% | 1.17% | +28.9% |
| Q1 2022 | $3,575,000 | +18.6% | 45,317 | +21.5% | 0.91% | +7.5% |
| Q4 2021 | $3,014,000 | – | 37,288 | – | 0.84% | – |
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% |