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 | $1,593,897 | +71.3% | 22,525 | +75.8% | 0.10% | +80.7% |
| Q2 2023 | $930,695 | -3.0% | 12,816 | -2.3% | 0.06% | -8.1% |
| Q1 2023 | $959,948 | -0.5% | 13,121 | +2.8% | 0.06% | -8.8% |
| Q4 2022 | $964,471 | +120308.4% | 12,768 | +5.8% | 0.07% | +7.9% |
| Q3 2022 | $801 | -5.9% | 12,065 | +1.6% | 0.06% | -6.0% |
| Q2 2022 | $851 | -51.7% | 11,878 | -46.8% | 0.07% | -43.7% |
| Q1 2022 | $1,761 | +7.4% | 22,316 | +10.0% | 0.12% | -6.3% |
| Q4 2021 | $1,640 | +155.1% | 20,286 | +134.3% | 0.13% | +101.6% |
| Q3 2021 | $643 | -0.6% | 8,659 | +1.3% | 0.06% | -18.2% |
| Q2 2021 | $647 | +4.9% | 8,551 | +1.1% | 0.08% | -19.8% |
| Q1 2021 | $617 | +51.6% | 8,457 | +33.4% | 0.10% | +18.5% |
| Q4 2020 | $407 | +62.2% | 6,340 | +39.6% | 0.08% | +35.0% |
| Q3 2020 | $251 | – | 4,540 | – | 0.06% | – |
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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% |