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 | $8,653,208 | +6494.2% | 122,290 | +6667.6% | 1.54% | +5588.9% |
| Q2 2023 | $131,224 | -1.1% | 1,807 | -0.3% | 0.03% | -6.9% |
| Q1 2023 | $132,639 | -2.8% | 1,813 | +0.3% | 0.03% | -9.4% |
| Q4 2022 | $136,501 | +10.1% | 1,807 | -2.8% | 0.03% | -46.7% |
| Q3 2022 | $124,000 | -6.8% | 1,860 | 0.0% | 0.06% | -4.8% |
| Q2 2022 | $133,000 | -38.1% | 1,860 | -31.6% | 0.06% | -31.5% |
| Q1 2022 | $215,000 | -2.3% | 2,721 | 0.0% | 0.09% | +7.0% |
| Q4 2021 | $220,000 | +12.8% | 2,721 | +3.9% | 0.09% | -24.6% |
| Q3 2021 | $195,000 | -1.5% | 2,620 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $198,000 | +3.7% | 2,620 | 0.0% | 0.11% | +2.7% |
| Q1 2021 | $191,000 | +13.7% | 2,620 | 0.0% | 0.11% | -10.6% |
| Q4 2020 | $168,000 | +95.3% | 2,620 | +56.5% | 0.12% | +215.4% |
| Q4 2017 | $86,000 | – | 1,674 | – | 0.04% | – |
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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% |