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 | $7,626,909 | +100.5% | 107,786 | +105.8% | 0.91% | +107.7% |
| Q2 2023 | $3,803,648 | +2.1% | 52,377 | +2.8% | 0.44% | -3.1% |
| Q1 2023 | $3,726,372 | +8.9% | 50,935 | +12.4% | 0.45% | +5.6% |
| Q4 2022 | $3,422,340 | +16.0% | 45,305 | +2.0% | 0.43% | +4.9% |
| Q3 2022 | $2,951,000 | +4.0% | 44,430 | +12.1% | 0.41% | -36.1% |
| Q2 2022 | $2,838,000 | -5.6% | 39,627 | +4.0% | 0.64% | +79.3% |
| Q1 2022 | $3,007,000 | -0.1% | 38,115 | +2.3% | 0.36% | -1.4% |
| Q4 2021 | $3,010,000 | +10.6% | 37,244 | +1.6% | 0.36% | 0.0% |
| Q3 2021 | $2,721,000 | +0.1% | 36,645 | +1.9% | 0.36% | -39.3% |
| Q2 2021 | $2,718,000 | – | 35,949 | – | 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% |