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 | $18,533,975 | -16.5% | 272,318 | -10.9% | 4.62% | +5.0% |
| Q2 2023 | $22,186,995 | +2.6% | 305,522 | +3.3% | 4.40% | -4.4% |
| Q1 2023 | $21,629,040 | -5.5% | 295,640 | -2.4% | 4.60% | -11.1% |
| Q4 2022 | $22,881,580 | +34.1% | 302,907 | +17.9% | 5.18% | +19.9% |
| Q3 2022 | $17,068,000 | +2.1% | 256,925 | +10.1% | 4.32% | +4.0% |
| Q2 2022 | $16,716,000 | +2.6% | 233,368 | +13.0% | 4.15% | +15.3% |
| Q1 2022 | $16,290,000 | +6.2% | 206,492 | +8.9% | 3.60% | +7.8% |
| Q4 2021 | $15,333,000 | +16.3% | 189,698 | +6.8% | 3.34% | +8.8% |
| Q3 2021 | $13,185,000 | +4.2% | 177,599 | +6.1% | 3.07% | +10.4% |
| Q2 2021 | $12,655,000 | +4.3% | 167,347 | +0.6% | 2.78% | -5.7% |
| Q1 2021 | $12,132,000 | +26.9% | 166,374 | +11.6% | 2.95% | +14.8% |
| Q4 2020 | $9,559,000 | +31.1% | 149,030 | +13.1% | 2.57% | +4.8% |
| Q3 2020 | $7,290,000 | +43.9% | 131,821 | +34.7% | 2.45% | +23.0% |
| Q2 2020 | $5,066,000 | +472.4% | 97,890 | +398.0% | 2.00% | +316.5% |
| Q1 2020 | $885,000 | +1743.8% | 19,656 | +2262.5% | 0.48% | +858.0% |
| Q4 2019 | $48,000 | – | 832 | – | 0.05% | – |
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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% |