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 | $7,173 | +13.9% | 101,365 | +16.9% | 1.50% | +9.6% |
| Q2 2023 | $6,299 | +13.5% | 86,741 | +14.3% | 1.37% | -1.2% |
| Q1 2023 | $5,551 | +5.4% | 75,862 | +8.8% | 1.38% | -0.3% |
| Q4 2022 | $5,268 | -99.9% | 69,731 | +17.3% | 1.39% | +25.9% |
| Q3 2022 | $3,950,000 | -5.0% | 59,461 | +2.4% | 1.10% | +2.6% |
| Q2 2022 | $4,159,000 | +202.9% | 58,063 | +233.5% | 1.07% | +122.8% |
| Q1 2022 | $1,373,000 | +11.4% | 17,409 | +14.2% | 0.48% | +69.1% |
| Q4 2021 | $1,232,000 | +293.6% | 15,241 | +261.9% | 0.28% | +251.9% |
| Q3 2021 | $313,000 | -8.7% | 4,211 | -7.1% | 0.08% | -10.0% |
| Q2 2021 | $343,000 | – | 4,533 | – | 0.09% | – |
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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% |