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 | $268,818 | -2.6% | 3,799 | 0.0% | 0.12% | +1.6% |
| Q2 2023 | $275,884 | -2.4% | 3,799 | -1.7% | 0.12% | -12.1% |
| Q1 2023 | $282,691 | +21.9% | 3,864 | +25.9% | 0.14% | +12.0% |
| Q4 2022 | $231,832 | +9.4% | 3,069 | +3.7% | 0.12% | +8.7% |
| Q2 2022 | $212,000 | -9.0% | 2,959 | 0.0% | 0.12% | +13.9% |
| Q1 2022 | $233,000 | -0.4% | 2,959 | +2.1% | 0.10% | +5.2% |
| Q4 2021 | $234,000 | +13.6% | 2,899 | +4.7% | 0.10% | +1.1% |
| Q3 2021 | $206,000 | +1.5% | 2,770 | +3.2% | 0.10% | 0.0% |
| Q2 2021 | $203,000 | – | 2,685 | – | 0.10% | – |
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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% |