SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,196,968 | +15.2% | 73,445 | +18.2% | 0.00% | 0.0% |
| Q2 2023 | $4,510,719 | -3.4% | 62,114 | -2.7% | 0.00% | 0.0% |
| Q1 2023 | $4,669,510 | +0.8% | 63,826 | +4.1% | 0.00% | 0.0% |
| Q4 2022 | $4,630,753 | +21.2% | 61,302 | +6.6% | 0.00% | 0.0% |
| Q3 2022 | $3,821,000 | -9.5% | 57,520 | -2.5% | 0.00% | 0.0% |
| Q2 2022 | $4,224,000 | +1.1% | 58,974 | +11.3% | 0.00% | 0.0% |
| Q1 2022 | $4,180,000 | +8.4% | 52,994 | +11.1% | 0.00% | 0.0% |
| Q4 2021 | $3,855,000 | +19.1% | 47,692 | +9.4% | 0.00% | 0.0% |
| Q3 2021 | $3,238,000 | -3.1% | 43,614 | -1.3% | 0.00% | 0.0% |
| Q2 2021 | $3,340,000 | +115.8% | 44,179 | +108.1% | 0.00% | – |
| Q1 2021 | $1,548,000 | -3.6% | 21,227 | -15.2% | 0.00% | – |
| Q4 2020 | $1,605,000 | +32.8% | 25,024 | +14.4% | 0.00% | – |
| Q3 2020 | $1,209,000 | +123.1% | 21,868 | +108.9% | 0.00% | – |
| Q2 2020 | $542,000 | +12.7% | 10,466 | -2.2% | 0.00% | – |
| Q1 2020 | $481,000 | +4.8% | 10,697 | +35.0% | 0.00% | – |
| Q4 2019 | $459,000 | – | 7,921 | – | 0.00% | – |
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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% |