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 | $4,551,345 | +18.5% | 64,321 | +21.6% | 0.03% | +21.4% |
| Q2 2023 | $3,840,486 | +2.8% | 52,885 | +3.6% | 0.03% | -3.4% |
| Q1 2023 | $3,735,278 | +1.0% | 51,056 | +4.3% | 0.03% | -3.3% |
| Q4 2022 | $3,697,000 | +33.5% | 48,945 | +17.4% | 0.03% | +25.0% |
| Q3 2022 | $2,770,000 | +13.1% | 41,704 | +22.0% | 0.02% | +20.0% |
| Q2 2022 | $2,449,000 | +15.2% | 34,183 | +26.9% | 0.02% | +33.3% |
| Q1 2022 | $2,125,000 | +34.6% | 26,940 | +37.9% | 0.02% | +50.0% |
| Q4 2021 | $1,579,000 | +259.7% | 19,531 | +230.1% | 0.01% | +233.3% |
| Q3 2021 | $439,000 | +14.9% | 5,917 | +17.0% | 0.00% | 0.0% |
| Q2 2021 | $382,000 | +3.5% | 5,056 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $369,000 | – | 5,056 | – | 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% |