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 | $2,113,970 | -3.0% | 29,875 | -0.5% | 1.06% | +2.1% |
| Q2 2023 | $2,179,525 | +22.6% | 30,013 | +23.5% | 1.04% | +13.5% |
| Q1 2023 | $1,777,306 | -2.6% | 24,293 | +0.6% | 0.92% | +0.4% |
| Q4 2022 | $1,824,569 | +14.7% | 24,154 | +0.9% | 0.92% | +2.1% |
| Q3 2022 | $1,591,000 | -6.5% | 23,948 | +0.8% | 0.90% | +2.1% |
| Q2 2022 | $1,701,000 | -12.6% | 23,748 | -3.7% | 0.88% | -7.7% |
| Q1 2022 | $1,946,000 | -1.7% | 24,669 | +0.7% | 0.95% | +0.6% |
| Q4 2021 | $1,979,000 | +10.1% | 24,489 | +1.1% | 0.94% | -1.0% |
| Q3 2021 | $1,798,000 | +1.9% | 24,223 | +3.8% | 0.96% | -2.5% |
| Q2 2021 | $1,765,000 | +5.4% | 23,335 | +1.6% | 0.98% | -5.5% |
| Q1 2021 | $1,674,000 | +9.1% | 22,960 | -4.0% | 1.04% | +1.4% |
| Q4 2020 | $1,534,000 | +17.9% | 23,919 | +1.7% | 1.02% | -3.3% |
| Q3 2020 | $1,301,000 | -5.6% | 23,524 | -11.7% | 1.06% | -4.9% |
| Q2 2020 | $1,378,000 | +6.5% | 26,627 | -7.5% | 1.11% | -16.2% |
| Q1 2020 | $1,294,000 | -25.7% | 28,779 | -4.2% | 1.33% | -5.5% |
| Q4 2019 | $1,741,000 | – | 30,055 | – | 1.40% | – |
Download | ||||||
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% |