SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,606,792 | +13.0% | 87,461 | +6.7% | 6.89% | +33.5% |
| Q3 2022 | $5,849,000 | -28.9% | 81,979 | -28.9% | 5.16% | -20.3% |
| Q2 2022 | $8,223,000 | +33.6% | 115,365 | +47.8% | 6.47% | +77.0% |
| Q1 2022 | $6,156,000 | +54.1% | 78,030 | +57.9% | 3.65% | +26.9% |
| Q4 2021 | $3,994,000 | -5.2% | 49,417 | -12.9% | 2.88% | -11.6% |
| Q3 2021 | $4,212,000 | – | 56,741 | – | 3.26% | – |
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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% |