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 | $236,517 | -6.0% | 3,342 | +0.0% | 0.03% | 0.0% |
| Q2 2023 | $251,681 | +3.7% | 3,341 | -0.0% | 0.03% | 0.0% |
| Q1 2023 | $242,720 | -98.8% | 3,342 | -98.8% | 0.03% | -98.9% |
| Q4 2022 | $20,435,812 | +12.0% | 270,530 | -1.5% | 2.68% | -10.1% |
| Q3 2022 | $18,239,000 | -4.3% | 274,568 | +3.2% | 2.98% | +5.4% |
| Q2 2022 | $19,061,000 | -6.4% | 266,108 | +3.0% | 2.83% | +7.7% |
| Q1 2022 | $20,375,000 | -0.8% | 258,272 | +1.6% | 2.63% | -1.6% |
| Q4 2021 | $20,539,000 | +12.8% | 254,098 | +3.6% | 2.67% | +9.5% |
| Q3 2021 | $18,204,000 | +3.4% | 245,207 | +5.4% | 2.44% | +0.2% |
| Q2 2021 | $17,599,000 | +9.4% | 232,727 | +5.5% | 2.44% | +5.0% |
| Q1 2021 | $16,085,000 | – | 220,585 | – | 2.32% | – |
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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% |