SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,106 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $9,659,000 | -3.7% | 122,433 | -1.4% | 5.48% | -19.7% |
| Q4 2021 | $10,034,000 | +1.3% | 124,133 | -7.0% | 6.82% | -5.0% |
| Q3 2021 | $9,908,000 | -11.6% | 133,454 | -10.0% | 7.17% | -9.3% |
| Q2 2021 | $11,208,000 | -5.7% | 148,219 | -9.1% | 7.91% | -12.7% |
| Q1 2021 | $11,885,000 | +11.5% | 162,982 | -2.0% | 9.06% | +2.4% |
| Q4 2020 | $10,663,000 | +23.2% | 166,248 | +6.2% | 8.84% | +6.1% |
| Q3 2020 | $8,658,000 | +10.5% | 156,565 | +3.4% | 8.34% | +4.6% |
| Q2 2020 | $7,837,000 | +20.0% | 151,443 | +17.8% | 7.97% | +4.3% |
| Q1 2020 | $6,530,000 | -13.1% | 128,523 | -0.9% | 7.64% | -0.6% |
| Q4 2019 | $7,514,000 | – | 129,735 | – | 7.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |