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 | $53,904 | -2.6% | 762 | 0.0% | 0.03% | +4.0% |
| Q2 2023 | $55,321 | -0.7% | 762 | 0.0% | 0.02% | -7.4% |
| Q1 2023 | $55,732 | -31.0% | 762 | -28.8% | 0.03% | -34.1% |
| Q4 2022 | $80,820 | -55.6% | 1,070 | -60.9% | 0.04% | -56.8% |
| Q3 2022 | $182,000 | -7.1% | 2,740 | 0.0% | 0.10% | -1.0% |
| Q2 2022 | $196,000 | -81.5% | 2,740 | -79.6% | 0.10% | -78.1% |
| Q1 2022 | $1,058,000 | -2.2% | 13,417 | +0.3% | 0.44% | +3.1% |
| Q4 2021 | $1,082,000 | +59.8% | 13,381 | +46.8% | 0.43% | +40.6% |
| Q3 2021 | $677,000 | -1.5% | 9,118 | +0.3% | 0.30% | -7.3% |
| Q2 2021 | $687,000 | +69.2% | 9,090 | +63.4% | 0.33% | +46.0% |
| Q1 2021 | $406,000 | +427.3% | 5,564 | +363.7% | 0.22% | +433.3% |
| Q4 2020 | $77,000 | – | 1,200 | – | 0.04% | – |
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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% |