StoneX Group Inc. - SCHWAB STRATEGIC TR ownership

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
StoneX Group Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$714
-3.4%
10,093
-0.8%
0.10%
+3.2%
Q2 2023$739
-99.9%
10,170
+56.6%
0.10%
+50.8%
Q4 2021$525,000
+14.6%
6,493
+5.3%
0.06%
-4.5%
Q3 2021$458,000
+27.2%
6,169
+29.5%
0.07%
+24.5%
Q2 2021$360,0004,7650.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,479,869$108,267,25136.83%
Kellett Wealth Advisors, LLC 456,560$33,401,96332.12%
Rezny Wealth Management, Inc. 884,342$64,698,46123.87%
Davidson Capital Management Inc. 535,358$39,166,79223.79%
Reitz Capital Advisors LLC 326,942$23,919,08922.07%
HHM Wealth Advisors, LLC 1,344,131$98,336,60620.08%
Walker Financial Services, Inc. 265,028$19,389,47619.98%
Whelan Financial 486,301$35,577,78019.73%
WFA Asset Management Corp 424,139$31,030,04519.04%
Wealth Management Solutions, LLC 452,105$33,075,96919.04%
View complete list of SCHWAB STRATEGIC TR shareholders