SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,521,642 | -25.4% | 360,679 | -23.4% | 0.45% | -23.2% |
| Q2 2023 | $34,189,625 | +115797.0% | 470,802 | +16.8% | 0.59% | -3.6% |
| Q1 2023 | $29,500 | +41.7% | 403,229 | +46.3% | 0.61% | +7.4% |
| Q4 2022 | $20,815 | -99.9% | 275,545 | +29.1% | 0.57% | +24.9% |
| Q3 2022 | $14,180,000 | +54.6% | 213,451 | +66.7% | 0.45% | +58.4% |
| Q2 2022 | $9,170,000 | +289.9% | 128,024 | +329.4% | 0.29% | +297.2% |
| Q1 2022 | $2,352,000 | +114.6% | 29,813 | +119.9% | 0.07% | +118.2% |
| Q4 2021 | $1,096,000 | +117.0% | 13,555 | +99.3% | 0.03% | +106.2% |
| Q3 2021 | $505,000 | +64.5% | 6,803 | +67.5% | 0.02% | +45.5% |
| Q2 2021 | $307,000 | – | 4,062 | – | 0.01% | – |
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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% |