SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,736,321 | +25.5% | 66,935 | +28.8% | 1.87% | +26.9% |
| Q2 2023 | $3,773,480 | -0.3% | 51,962 | +0.5% | 1.47% | -5.9% |
| Q1 2023 | $3,783,982 | -46.4% | 51,722 | -44.7% | 1.56% | -50.2% |
| Q4 2022 | $7,064,879 | +3248.3% | 93,525 | +3074.6% | 3.14% | +2654.4% |
| Q2 2022 | $211,000 | -97.5% | 2,946 | -97.2% | 0.11% | -96.5% |
| Q1 2022 | $8,371,000 | +34.9% | 106,105 | +38.2% | 3.26% | +42.0% |
| Q4 2021 | $6,205,000 | +15.2% | 76,760 | +5.8% | 2.30% | +4.5% |
| Q3 2021 | $5,386,000 | +69.3% | 72,543 | +72.4% | 2.20% | +62.6% |
| Q2 2021 | $3,181,000 | -44.9% | 42,071 | -46.8% | 1.35% | -46.8% |
| Q1 2021 | $5,768,000 | +348.5% | 79,098 | +294.5% | 2.54% | +322.4% |
| Q4 2020 | $1,286,000 | – | 20,050 | – | 0.60% | – |
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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% |