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 | $18,855,517 | -3.3% | 266,471 | -0.8% | 13.41% | +9.2% |
| Q2 2023 | $19,503,438 | -8.0% | 268,568 | -7.3% | 12.28% | -17.1% |
| Q1 2023 | $21,201,207 | -4.0% | 289,792 | -0.9% | 14.80% | -6.6% |
| Q4 2022 | $22,085,984 | +11.3% | 292,375 | -2.2% | 15.84% | +2.5% |
| Q3 2022 | $19,850,165 | -1.1% | 298,813 | +6.6% | 15.46% | -6.4% |
| Q2 2022 | $20,073,831 | -10.0% | 280,243 | -9.7% | 16.51% | -11.4% |
| Q1 2022 | $22,314,655 | -5.2% | 310,372 | +6.6% | 18.63% | +6.8% |
| Q4 2021 | $23,539,835 | +12.6% | 291,226 | +3.5% | 17.45% | +2.3% |
| Q3 2021 | $20,898,185 | +3.6% | 281,495 | +5.5% | 17.06% | +10.2% |
| Q2 2021 | $20,171,708 | -0.2% | 266,751 | -3.7% | 15.48% | -6.3% |
| Q1 2021 | $20,202,530 | +11.9% | 277,051 | -1.6% | 16.51% | -1.3% |
| Q4 2020 | $18,051,388 | – | 281,437 | – | 16.73% | – |
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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% |