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 | $442 | -56.7% | 6,245 | -55.6% | 0.26% | -58.7% |
| Q2 2023 | $1,021 | -83.4% | 14,064 | -83.3% | 0.62% | -88.5% |
| Q1 2023 | $6,166 | +19.8% | 84,277 | +23.7% | 5.44% | -12.2% |
| Q4 2022 | $5,149 | -99.9% | 68,157 | +0.8% | 6.19% | +15.6% |
| Q3 2022 | $4,493,000 | -30.6% | 67,637 | -25.1% | 5.36% | -23.1% |
| Q2 2022 | $6,470,000 | -17.0% | 90,320 | -8.6% | 6.96% | +4.5% |
| Q1 2022 | $7,793,000 | +93.8% | 98,782 | +98.5% | 6.66% | +150.2% |
| Q4 2021 | $4,022,000 | – | 49,764 | – | 2.66% | – |
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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% |