SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,337 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,619,232 | +8.1% | 51,148 | +11.0% | 0.06% | +14.3% |
| Q2 2023 | $3,346,838 | +13.2% | 46,087 | +14.1% | 0.05% | +6.5% |
| Q1 2023 | $2,955,737 | +53.0% | 40,401 | +58.0% | 0.05% | +48.4% |
| Q4 2022 | $1,931,256 | +14.4% | 25,566 | +0.6% | 0.03% | +3.3% |
| Q3 2022 | $1,688,000 | +15.1% | 25,409 | +24.1% | 0.03% | +20.0% |
| Q2 2022 | $1,467,000 | +297.6% | 20,475 | +337.2% | 0.02% | +400.0% |
| Q1 2022 | $369,000 | +3.1% | 4,683 | +5.7% | 0.01% | 0.0% |
| Q4 2021 | $358,000 | 0.0% | 4,432 | -8.0% | 0.01% | 0.0% |
| Q3 2021 | $358,000 | +48.5% | 4,819 | +50.9% | 0.01% | +66.7% |
| Q2 2021 | $241,000 | +354.7% | 3,193 | +172.0% | 0.00% | +200.0% |
| Q1 2020 | $53,000 | -28.4% | 1,174 | -8.5% | 0.00% | -50.0% |
| Q4 2019 | $74,000 | -6.3% | 1,283 | -10.6% | 0.00% | 0.0% |
| Q3 2019 | $79,000 | +12.9% | 1,435 | +8.2% | 0.00% | 0.0% |
| Q2 2019 | $70,000 | 0.0% | 1,326 | -0.8% | 0.00% | 0.0% |
| Q1 2019 | $70,000 | -18.6% | 1,337 | -26.6% | 0.00% | 0.0% |
| Q4 2018 | $86,000 | -9.5% | 1,821 | -9.9% | 0.00% | 0.0% |
| Q3 2017 | $95,000 | +4.4% | 2,022 | 0.0% | 0.00% | -33.3% |
| Q2 2017 | $91,000 | -3.2% | 2,022 | -3.8% | 0.00% | 0.0% |
| Q1 2017 | $94,000 | – | 2,102 | – | 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% |