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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,146,000 | -4.4% | 2,146 | -92.9% | 1.65% | -16.7% |
| Q3 2021 | $2,245,000 | +4.6% | 30,244 | +2.8% | 1.98% | +43.1% |
| Q1 2021 | $2,146,000 | +14.2% | 29,428 | +0.4% | 1.38% | +1.5% |
| Q4 2020 | $1,879,000 | +7.6% | 29,302 | -7.2% | 1.36% | -19.9% |
| Q3 2020 | $1,746,000 | +7.9% | 31,572 | +1.0% | 1.70% | +3.2% |
| Q2 2020 | $1,618,000 | -37.5% | 31,266 | -45.7% | 1.65% | -38.6% |
| Q1 2020 | $2,588,000 | +37.5% | 57,531 | +77.1% | 2.68% | +71.1% |
| Q4 2019 | $1,882,000 | +3.7% | 32,492 | -1.9% | 1.57% | -4.4% |
| Q3 2019 | $1,814,000 | +1.7% | 33,108 | -1.5% | 1.64% | -14.0% |
| Q2 2019 | $1,784,000 | +2.8% | 33,608 | +1.3% | 1.91% | -13.1% |
| Q1 2019 | $1,735,000 | – | 33,182 | – | 2.20% | – |
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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% |