SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,612 | +41.2% | 4,149 | +45.0% | 0.10% | +37.8% |
| Q2 2023 | $207,871 | -1.9% | 2,862 | -1.2% | 0.07% | -10.8% |
| Q1 2023 | $211,915 | -3.2% | 2,897 | +0.1% | 0.08% | -16.2% |
| Q4 2022 | $219,000 | +0.5% | 2,893 | -5.1% | 0.10% | -16.1% |
| Q2 2022 | $218,000 | -0.9% | 3,047 | +9.2% | 0.12% | +20.4% |
| Q1 2022 | $220,000 | -1.8% | 2,791 | +0.6% | 0.10% | +1.0% |
| Q4 2021 | $224,000 | +7.7% | 2,774 | -1.2% | 0.10% | -4.0% |
| Q3 2021 | $208,000 | +2.5% | 2,807 | +0.8% | 0.10% | -6.5% |
| Q2 2021 | $203,000 | 0.0% | 2,785 | 0.0% | 0.11% | 0.0% |
| Q1 2021 | $203,000 | – | 2,785 | – | 0.11% | – |
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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% |