SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,106,180 | +13.2% | 43,897 | +16.1% | 1.07% | +15.3% |
| Q2 2023 | $2,744,653 | +74.1% | 37,795 | +75.4% | 0.93% | +49.4% |
| Q1 2023 | $1,576,416 | +40.9% | 21,548 | +45.4% | 0.62% | +43.9% |
| Q4 2022 | $1,119,141 | +65.0% | 14,815 | +45.1% | 0.43% | +29.4% |
| Q3 2022 | $678,265 | +22.9% | 10,210 | +32.5% | 0.33% | +32.1% |
| Q2 2022 | $552,068 | -12.5% | 7,707 | -3.6% | 0.25% | -3.8% |
| Q1 2022 | $630,979 | +51.8% | 7,998 | +55.5% | 0.26% | +53.2% |
| Q4 2021 | $415,780 | +9.7% | 5,144 | +0.7% | 0.17% | -1.7% |
| Q3 2021 | $379,061 | -1.8% | 5,106 | 0.0% | 0.17% | -4.4% |
| Q2 2021 | $386,107 | +3.7% | 5,106 | 0.0% | 0.18% | -13.7% |
| Q1 2021 | $372,321 | +13.0% | 5,106 | -0.6% | 0.21% | -5.0% |
| Q4 2020 | $329,544 | – | 5,138 | – | 0.22% | – |
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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% |