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 | $24,390 | -5.0% | 344,692 | -2.5% | 2.90% | -3.1% |
| Q2 2023 | $25,668 | -16.4% | 353,450 | -15.8% | 3.00% | -21.6% |
| Q1 2023 | $30,717 | -2.5% | 419,859 | +0.7% | 3.82% | -14.0% |
| Q4 2022 | $31,490 | -99.9% | 416,860 | +0.1% | 4.44% | +7.0% |
| Q3 2022 | $27,668,000 | -3.7% | 416,500 | +3.8% | 4.16% | -0.4% |
| Q2 2022 | $28,738,000 | -7.3% | 401,198 | +2.1% | 4.17% | +5.5% |
| Q1 2022 | $31,012,000 | +2.6% | 393,099 | +5.1% | 3.96% | +4.1% |
| Q4 2021 | $30,224,000 | +19.0% | 373,917 | +9.3% | 3.80% | +5.2% |
| Q3 2021 | $25,389,000 | +1.8% | 341,984 | +3.7% | 3.61% | -3.3% |
| Q2 2021 | $24,948,000 | +5.6% | 329,917 | +1.8% | 3.74% | -8.6% |
| Q1 2021 | $23,622,000 | +20.4% | 323,938 | +5.9% | 4.09% | +7.5% |
| Q4 2020 | $19,618,000 | – | 305,858 | – | 3.80% | – |
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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% |