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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $981,895 | -16.2% | 13,876 | -14.0% | 0.94% | -12.8% |
| Q2 2023 | $1,171,097 | +15.2% | 16,126 | +16.0% | 1.08% | +20.0% |
| Q1 2023 | $1,016,872 | -7.8% | 13,899 | -4.8% | 0.90% | -25.2% |
| Q4 2022 | $1,103,288 | -99.9% | 14,605 | +12.1% | 1.20% | +6.1% |
| Q3 2022 | $865,275,000 | +90409.9% | 13,025 | -2.4% | 1.14% | -26.0% |
| Q2 2022 | $956,000 | -41.2% | 13,348 | -35.3% | 1.53% | -20.9% |
| Q1 2022 | $1,627,000 | -99.9% | 20,618 | -0.5% | 1.94% | +24.9% |
| Q4 2021 | $1,674,959,000 | – | 20,722 | – | 1.55% | – |
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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% |