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 | $397,187 | -2.5% | 5,613 | +0.0% | 0.69% | +11.7% |
| Q2 2023 | $407,487 | -0.7% | 5,611 | +0.0% | 0.61% | -6.5% |
| Q1 2023 | $410,374 | -3.1% | 5,609 | +0.0% | 0.66% | -5.7% |
| Q4 2022 | $423,591 | +13.9% | 5,608 | +0.0% | 0.70% | +18.3% |
| Q3 2022 | $372,000 | -7.2% | 5,606 | +0.0% | 0.59% | -2.8% |
| Q2 2022 | $401,000 | -9.3% | 5,604 | +0.0% | 0.61% | +27.0% |
| Q1 2022 | $442,000 | -2.4% | 5,602 | +0.0% | 0.48% | +6.5% |
| Q4 2021 | $453,000 | – | 5,600 | – | 0.45% | – |
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% |