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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $119 | -4.8% | 1,632 | -4.2% | 0.00% | 0.0% |
Q1 2023 | $125 | -99.9% | 1,703 | -44.5% | 0.00% | 0.0% |
Q2 2018 | $151,000 | -41.0% | 3,067 | -38.7% | 0.00% | -50.0% |
Q4 2017 | $256,000 | -52.1% | 5,000 | -58.3% | 0.00% | -60.0% |
Q1 2017 | $534,000 | +15.8% | 11,982 | +7.6% | 0.01% | +66.7% |
Q2 2016 | $461,000 | -73.7% | 11,135 | -74.6% | 0.00% | -66.7% |
Q4 2014 | $1,750,000 | +802.1% | 43,925 | +734.3% | 0.01% | +800.0% |
Q1 2014 | $194,000 | -92.6% | 5,265 | -92.7% | 0.00% | -90.9% |
Q4 2013 | $2,633,000 | – | 71,825 | – | 0.01% | – |
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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% |