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 | $20,596,252 | -1.8% | 291,072 | +0.8% | 11.79% | +4.3% |
| Q2 2023 | $20,977,925 | +1.2% | 288,873 | +1.9% | 11.30% | -0.8% |
| Q1 2023 | $20,737,321 | -3.6% | 283,452 | -0.5% | 11.39% | +5.5% |
| Q4 2022 | $21,509,919 | -25.5% | 284,749 | -34.5% | 10.80% | -13.3% |
| Q3 2022 | $28,871,941 | +39.6% | 434,622 | +50.5% | 12.45% | +7.9% |
| Q2 2022 | $20,681,502 | +8.3% | 288,727 | +19.3% | 11.54% | +25.0% |
| Q1 2022 | $19,088,665 | -1.8% | 241,966 | +0.6% | 9.24% | -31.6% |
| Q4 2021 | $19,437,858 | – | 240,478 | – | 13.50% | – |
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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% |