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 | $831,161 | -9.4% | 10,689 | -6.0% | 0.36% | -12.2% |
| Q1 2024 | $917,069 | +7.4% | 11,374 | +1.4% | 0.41% | -1.7% |
| Q4 2023 | $853,771 | -6.7% | 11,215 | -13.3% | 0.42% | -11.3% |
| Q3 2023 | $915,339 | -11.6% | 12,936 | -9.3% | 0.47% | -10.0% |
| Q2 2023 | $1,035,757 | -0.9% | 14,263 | -0.2% | 0.52% | -8.8% |
| Q1 2023 | $1,045,212 | -0.2% | 14,287 | +3.1% | 0.57% | -5.9% |
| Q4 2022 | $1,046,857 | +114939.2% | 13,858 | +1.1% | 0.61% | +4.5% |
| Q3 2022 | $910 | +0.3% | 13,706 | +8.2% | 0.58% | +5.6% |
| Q2 2022 | $907 | -7.9% | 12,666 | +1.4% | 0.55% | +8.3% |
| Q1 2022 | $985 | +3.0% | 12,487 | +5.5% | 0.51% | +6.7% |
| Q4 2021 | $956 | +8.3% | 11,833 | -0.5% | 0.48% | -3.6% |
| Q3 2021 | $883 | +3.8% | 11,888 | +5.7% | 0.49% | +0.8% |
| Q2 2021 | $851 | +13.8% | 11,247 | +9.6% | 0.49% | +3.4% |
| Q1 2021 | $748 | +14.0% | 10,260 | +0.2% | 0.47% | +5.8% |
| Q4 2020 | $656 | +15.7% | 10,240 | +0.3% | 0.45% | +0.9% |
| Q3 2020 | $567 | +8.6% | 10,212 | +1.4% | 0.44% | -1.6% |
| Q2 2020 | $522 | +14.2% | 10,068 | -1.2% | 0.45% | -10.2% |
| Q1 2020 | $457 | – | 10,193 | – | 0.50% | – |
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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% |