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 | $4,647,940 | -0.6% | 65,686 | +2.0% | 4.77% | +6.1% |
| Q2 2023 | $4,677,607 | +2.8% | 64,412 | +7.0% | 4.49% | -1.3% |
| Q1 2023 | $4,548,052 | -0.4% | 60,207 | -0.4% | 4.55% | -0.0% |
| Q4 2022 | $4,565,879 | +18.7% | 60,443 | +4.4% | 4.55% | +10.1% |
| Q3 2022 | $3,847,000 | -3.6% | 57,917 | +3.9% | 4.14% | -0.5% |
| Q2 2022 | $3,992,000 | -7.7% | 55,735 | +1.7% | 4.16% | +9.2% |
| Q1 2022 | $4,323,000 | +59.1% | 54,803 | +63.1% | 3.80% | +54.7% |
| Q4 2021 | $2,717,000 | – | 33,608 | – | 2.46% | – |
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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% |