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 | $15,139,340 | +6.2% | 213,952 | +8.9% | 9.31% | +1.8% |
| Q2 2023 | $14,261,639 | +7.8% | 196,388 | +14.3% | 9.15% | -4.3% |
| Q1 2023 | $13,233,893 | +18.6% | 171,745 | +16.3% | 9.55% | +8.1% |
| Q4 2022 | $11,154,826 | -8.7% | 147,668 | -19.7% | 8.84% | -19.8% |
| Q3 2022 | $12,211,996 | -20.0% | 183,833 | -13.8% | 11.01% | -14.6% |
| Q2 2022 | $15,272,698 | -7.5% | 213,216 | +1.9% | 12.89% | +10.3% |
| Q1 2022 | $16,505,054 | +1.2% | 209,216 | +3.7% | 11.69% | +22.5% |
| Q4 2021 | $16,313,663 | +10.7% | 201,827 | +1.7% | 9.54% | +0.5% |
| Q3 2021 | $14,736,426 | +33.8% | 198,497 | +36.3% | 9.50% | +32.1% |
| Q2 2021 | $11,014,515 | -9.5% | 145,656 | -12.7% | 7.19% | -10.9% |
| Q1 2021 | $12,165,662 | +17.9% | 166,836 | +3.7% | 8.07% | +2.6% |
| Q4 2020 | $10,320,497 | – | 160,906 | – | 7.86% | – |
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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% |