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 | $2,095,581 | +112.6% | 29,615 | +118.2% | 0.11% | +111.3% |
| Q2 2023 | $985,465 | +3.4% | 13,570 | +4.2% | 0.05% | -1.9% |
| Q1 2023 | $953,160 | -2.8% | 13,028 | +0.4% | 0.05% | -6.9% |
| Q4 2022 | $980,499 | +10.3% | 12,980 | -3.0% | 0.06% | -1.7% |
| Q3 2022 | $889,000 | -7.0% | 13,387 | +0.4% | 0.06% | -1.7% |
| Q2 2022 | $956,000 | -4.5% | 13,340 | +5.1% | 0.06% | -7.7% |
| Q1 2022 | $1,001,000 | +1.3% | 12,693 | +3.9% | 0.06% | +3.2% |
| Q4 2021 | $988,000 | +9.3% | 12,221 | +0.4% | 0.06% | +1.6% |
| Q3 2021 | $904,000 | +15.9% | 12,174 | +18.0% | 0.06% | +1.6% |
| Q2 2021 | $780,000 | +4.0% | 10,316 | +0.3% | 0.06% | -63.0% |
| Q1 2021 | $750,000 | +14.0% | 10,288 | +0.3% | 0.16% | +1.9% |
| Q4 2020 | $658,000 | +16.5% | 10,260 | +0.4% | 0.16% | -5.8% |
| Q3 2020 | $565,000 | +0.9% | 10,223 | -5.5% | 0.17% | +1.8% |
| Q2 2020 | $560,000 | +22.5% | 10,821 | +6.6% | 0.17% | -4.5% |
| Q1 2020 | $457,000 | -13.6% | 10,151 | +11.1% | 0.18% | +9.3% |
| Q4 2019 | $529,000 | +6.4% | 9,135 | +0.7% | 0.16% | -14.7% |
| Q3 2019 | $497,000 | +3.5% | 9,070 | +0.3% | 0.19% | 0.0% |
| Q2 2019 | $480,000 | +1.5% | 9,040 | 0.0% | 0.19% | +6.1% |
| Q1 2019 | $473,000 | +11.8% | 9,040 | +0.3% | 0.18% | -6.8% |
| Q4 2018 | $423,000 | -10.9% | 9,015 | +0.6% | 0.19% | +2.7% |
| Q3 2018 | $475,000 | +8.0% | 8,958 | +0.3% | 0.19% | +6.2% |
| Q2 2018 | $440,000 | +0.5% | 8,928 | 0.0% | 0.18% | +25.7% |
| Q1 2018 | $438,000 | -3.9% | 8,928 | +0.2% | 0.14% | -6.0% |
| Q4 2017 | $456,000 | +9.6% | 8,909 | +0.3% | 0.15% | +21.1% |
| Q3 2017 | $416,000 | +4.3% | 8,884 | +0.3% | 0.12% | +3.4% |
| Q2 2017 | $399,000 | – | 8,858 | – | 0.12% | – |
Download | ||||||
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% |