SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 925 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $343,155 | -5.3% | 4,413 | -1.8% | 0.21% | -5.0% |
| Q1 2024 | $362,271 | +6.4% | 4,493 | +0.4% | 0.22% | +1.4% |
| Q4 2023 | $340,529 | +10.4% | 4,473 | +2.6% | 0.22% | -1.4% |
| Q3 2023 | $308,584 | +2.9% | 4,361 | +5.6% | 0.22% | +6.7% |
| Q2 2023 | $299,848 | -0.7% | 4,129 | 0.0% | 0.21% | -9.2% |
| Q1 2023 | $302,078 | -3.4% | 4,129 | -0.2% | 0.23% | -8.8% |
| Q4 2022 | $312,660 | +13.7% | 4,139 | 0.0% | 0.25% | +2.4% |
| Q3 2022 | $275,000 | -7.1% | 4,139 | 0.0% | 0.24% | +11.9% |
| Q2 2022 | $296,000 | -9.5% | 4,139 | 0.0% | 0.22% | +4.8% |
| Q1 2022 | $327,000 | -2.4% | 4,139 | 0.0% | 0.21% | +3.5% |
| Q4 2021 | $335,000 | +9.1% | 4,139 | 0.0% | 0.20% | +0.5% |
| Q3 2021 | $307,000 | -1.0% | 4,139 | +1.1% | 0.20% | +59.5% |
| Q2 2021 | $310,000 | +3.7% | 4,095 | 0.0% | 0.13% | +4.1% |
| Q1 2021 | $299,000 | – | 4,095 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |