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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,501,607 | +36.7% | 59,592 | +20.2% | 2.03% | +25.0% |
| Q3 2022 | $3,294,000 | -3.7% | 49,589 | +3.8% | 1.63% | -1.1% |
| Q2 2022 | $3,421,000 | -7.1% | 47,754 | +2.3% | 1.64% | -31.4% |
| Q1 2022 | $3,682,000 | -5.5% | 46,668 | -3.2% | 2.40% | +8.4% |
| Q4 2021 | $3,897,000 | +24.9% | 48,213 | +14.8% | 2.21% | +13.4% |
| Q3 2021 | $3,119,000 | +4.7% | 42,007 | +6.7% | 1.95% | +4.2% |
| Q2 2021 | $2,978,000 | +39.4% | 39,378 | +34.4% | 1.87% | +30.9% |
| Q1 2021 | $2,137,000 | +73.6% | 29,301 | +52.7% | 1.43% | +39.7% |
| Q4 2020 | $1,231,000 | – | 19,193 | – | 1.02% | – |
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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% |