SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,314,000 | +2.2% | 67,355 | +4.7% | 3.98% | +6.4% |
| Q4 2021 | $5,201,000 | +11.8% | 64,344 | +2.6% | 3.74% | +2.8% |
| Q3 2021 | $4,654,000 | -4.6% | 62,690 | -2.8% | 3.64% | +9.3% |
| Q2 2021 | $4,876,000 | +8.1% | 64,483 | +4.3% | 3.33% | -4.7% |
| Q1 2021 | $4,510,000 | +1582.8% | 61,844 | +1382.7% | 3.49% | +1297.6% |
| Q4 2020 | $268,000 | +145.9% | 4,171 | +72.6% | 0.25% | +28.2% |
| Q1 2020 | $109,000 | -50.0% | 2,417 | -35.8% | 0.20% | -0.5% |
| Q4 2019 | $218,000 | – | 3,762 | – | 0.20% | – |
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% |