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 | $335 | -4.8% | 4,730 | -1.8% | 0.19% | -7.2% |
| Q1 2023 | $352 | -10.7% | 4,816 | -7.6% | 0.21% | -15.5% |
| Q4 2022 | $394 | -99.9% | 5,211 | -6.2% | 0.24% | +4.3% |
| Q3 2022 | $369,000 | -6.6% | 5,558 | +0.7% | 0.24% | +6.3% |
| Q2 2022 | $395,000 | -17.5% | 5,517 | -9.2% | 0.22% | +8.9% |
| Q1 2022 | $479,000 | -13.4% | 6,074 | -11.3% | 0.20% | -8.6% |
| Q4 2021 | $553,000 | +14.3% | 6,845 | +6.9% | 0.22% | -16.5% |
| Q2 2021 | $484,000 | -4.3% | 6,403 | -10.0% | 0.27% | +3.5% |
| Q1 2021 | $506,000 | +38.3% | 7,114 | +24.6% | 0.26% | +7.5% |
| Q4 2020 | $366,000 | +17.3% | 5,711 | +1.3% | 0.24% | -5.5% |
| Q3 2020 | $312,000 | – | 5,638 | – | 0.25% | – |
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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% |