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 | $486,404 | -2.6% | 6,874 | 0.0% | 0.05% | -3.8% |
| Q2 2023 | $499,190 | -0.7% | 6,874 | 0.0% | 0.05% | -11.7% |
| Q1 2023 | $502,902 | -3.2% | 6,874 | 0.0% | 0.06% | -9.1% |
| Q4 2022 | $519,262 | +13.6% | 6,874 | 0.0% | 0.07% | -4.3% |
| Q3 2022 | $457,000 | -7.1% | 6,874 | 0.0% | 0.07% | -9.2% |
| Q2 2022 | $492,000 | -9.2% | 6,874 | 0.0% | 0.08% | -3.8% |
| Q1 2022 | $542,000 | -5.4% | 6,874 | -3.0% | 0.08% | -2.5% |
| Q4 2021 | $573,000 | +8.9% | 7,087 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $526,000 | -1.9% | 7,087 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $536,000 | +18.6% | 7,087 | +14.4% | 0.08% | +9.1% |
| Q1 2021 | $452,000 | +13.9% | 6,194 | 0.0% | 0.08% | +4.1% |
| Q4 2020 | $397,000 | +15.7% | 6,194 | 0.0% | 0.07% | +4.2% |
| Q3 2020 | $343,000 | +6.9% | 6,194 | 0.0% | 0.07% | +2.9% |
| Q2 2020 | $321,000 | +15.1% | 6,194 | 0.0% | 0.07% | -4.2% |
| Q1 2020 | $279,000 | -22.3% | 6,194 | 0.0% | 0.07% | +1.4% |
| Q4 2019 | $359,000 | +5.9% | 6,194 | 0.0% | 0.07% | +2.9% |
| Q3 2019 | $339,000 | +3.0% | 6,194 | 0.0% | 0.07% | +3.0% |
| Q2 2019 | $329,000 | +1.5% | 6,194 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $324,000 | +11.3% | 6,194 | 0.0% | 0.07% | 0.0% |
| Q4 2018 | $291,000 | – | 6,194 | – | 0.07% | – |
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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% |