SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 925 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,022,042 | -2.3% | 90,304 | +1.3% | 3.59% | -3.4% |
| Q1 2024 | $7,190,183 | +7.1% | 89,175 | +1.1% | 3.72% | -0.7% |
| Q4 2023 | $6,715,159 | +10.6% | 88,206 | +2.8% | 3.74% | +0.5% |
| Q3 2023 | $6,068,909 | +3.9% | 85,768 | +6.6% | 3.72% | +6.7% |
| Q2 2023 | $5,841,770 | +2.0% | 80,443 | +2.8% | 3.49% | -2.1% |
| Q1 2023 | $5,726,352 | -2.8% | 78,272 | +0.4% | 3.56% | -7.5% |
| Q4 2022 | $5,888,765 | +21.2% | 77,956 | +6.6% | 3.85% | +9.6% |
| Q3 2022 | $4,858,000 | -5.7% | 73,135 | +1.7% | 3.52% | -0.7% |
| Q2 2022 | $5,149,000 | -5.7% | 71,884 | +3.8% | 3.54% | +4.6% |
| Q1 2022 | $5,461,000 | +4.4% | 69,225 | +6.9% | 3.38% | +4.3% |
| Q4 2021 | $5,233,000 | +9.7% | 64,736 | +0.7% | 3.24% | -7.9% |
| Q3 2021 | $4,772,000 | +1.1% | 64,274 | +3.0% | 3.52% | +60.2% |
| Q2 2021 | $4,721,000 | +3.5% | 62,428 | -0.2% | 2.20% | -12.3% |
| Q1 2021 | $4,561,000 | – | 62,549 | – | 2.51% | – |
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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% |