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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,168,390 | +10.4% | 29,859 | +11.2% | 0.42% | +5.7% |
| Q1 2023 | $1,964,196 | -4.9% | 26,848 | -1.8% | 0.40% | -9.5% |
| Q4 2022 | $2,065,035 | +13.3% | 27,337 | -0.4% | 0.44% | +4.0% |
| Q3 2022 | $1,822,000 | -7.3% | 27,434 | 0.0% | 0.43% | +6.2% |
| Q2 2022 | $1,965,000 | -7.0% | 27,434 | +2.4% | 0.40% | +13.6% |
| Q1 2022 | $2,113,000 | -11.8% | 26,789 | -9.7% | 0.35% | -7.8% |
| Q4 2021 | $2,397,000 | +45.5% | 29,653 | +15.5% | 0.38% | +10.4% |
| Q4 2020 | $1,647,000 | – | 25,674 | – | 0.35% | – |
Download | ||||||
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% |