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 | $853,932 | +0.1% | 12,068 | +2.8% | 0.12% | +6.0% |
| Q2 2023 | $852,777 | +11.4% | 11,743 | +12.2% | 0.12% | +6.4% |
| Q1 2023 | $765,839 | +1868.6% | 10,468 | +1932.6% | 0.11% | +1733.3% |
| Q4 2022 | $38,903 | -86.9% | 515 | -90.0% | 0.01% | -83.3% |
| Q4 2019 | $297,000 | +28.0% | 5,130 | +21.0% | 0.04% | +44.0% |
| Q3 2019 | $232,000 | +3.1% | 4,240 | 0.0% | 0.02% | +4.2% |
| Q2 2019 | $225,000 | +10.3% | 4,240 | +8.7% | 0.02% | +14.3% |
| Q1 2019 | $204,000 | +124.2% | 3,900 | +101.0% | 0.02% | +110.0% |
| Q4 2018 | $91,000 | – | 1,940 | – | 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% |