SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,365 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $604,143 | +8.7% | 7,936 | +1.0% | 0.22% | -0.9% |
| Q3 2023 | $555,837 | -1.7% | 7,855 | +0.9% | 0.22% | +2.8% |
| Q2 2023 | $565,274 | -0.7% | 7,784 | 0.0% | 0.22% | -4.0% |
| Q1 2023 | $569,477 | +0.5% | 7,784 | +3.8% | 0.23% | +4.1% |
| Q4 2022 | $566,550 | +13.8% | 7,500 | 0.0% | 0.22% | +16.0% |
| Q3 2022 | $498,000 | -7.3% | 7,500 | 0.0% | 0.19% | +49.2% |
| Q2 2022 | $537,000 | -9.3% | 7,500 | 0.0% | 0.13% | 0.0% |
| Q1 2022 | $592,000 | -2.3% | 7,500 | 0.0% | 0.13% | +1.6% |
| Q4 2021 | $606,000 | +8.8% | 7,500 | 0.0% | 0.12% | +6.9% |
| Q3 2021 | $557,000 | -1.8% | 7,500 | 0.0% | 0.12% | +0.9% |
| Q2 2021 | $567,000 | +3.7% | 7,500 | 0.0% | 0.12% | -0.9% |
| Q1 2021 | $547,000 | +13.7% | 7,500 | 0.0% | 0.12% | +12.6% |
| Q4 2020 | $481,000 | +15.9% | 7,500 | 0.0% | 0.10% | +10.8% |
| Q3 2020 | $415,000 | +7.0% | 7,500 | 0.0% | 0.09% | +5.7% |
| Q2 2020 | $388,000 | +15.1% | 7,500 | 0.0% | 0.09% | +10.0% |
| Q1 2020 | $337,000 | -22.4% | 7,500 | 0.0% | 0.08% | -14.9% |
| Q4 2019 | $434,000 | +5.6% | 7,500 | 0.0% | 0.09% | +2.2% |
| Q3 2019 | $411,000 | +3.3% | 7,500 | 0.0% | 0.09% | +39.4% |
| Q2 2019 | $398,000 | +1.5% | 7,500 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $392,000 | – | 7,500 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |