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 | $228,098 | -37.2% | 3,224 | -35.5% | 0.12% | -32.4% |
| Q2 2023 | $362,988 | -2.3% | 4,998 | -1.6% | 0.17% | -9.1% |
| Q1 2023 | $371,514 | -2.8% | 5,078 | +0.3% | 0.19% | -16.1% |
| Q4 2022 | $382,316 | -10.9% | 5,061 | -21.6% | 0.22% | -20.6% |
| Q3 2022 | $429,000 | -15.2% | 6,455 | -8.7% | 0.28% | -12.5% |
| Q2 2022 | $506,000 | +10.5% | 7,068 | +21.7% | 0.32% | +25.4% |
| Q1 2022 | $458,000 | -2.3% | 5,808 | +0.0% | 0.26% | +8.5% |
| Q4 2021 | $469,000 | +8.8% | 5,806 | 0.0% | 0.24% | -2.9% |
| Q3 2021 | $431,000 | +85.8% | 5,806 | +89.5% | 0.24% | +82.7% |
| Q2 2021 | $232,000 | – | 3,064 | – | 0.13% | – |
Download | ||||||
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% |