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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,690,510 | +17.8% | 35,341 | +9.5% | 0.31% | +3.4% |
| Q3 2023 | $2,283,691 | +2.4% | 32,274 | +5.1% | 0.30% | +4.6% |
| Q2 2023 | $2,229,488 | +19.1% | 30,701 | +20.0% | 0.28% | +11.8% |
| Q1 2023 | $1,872,198 | +4.1% | 25,590 | +7.5% | 0.26% | -1.2% |
| Q4 2022 | $1,798,645 | +13.2% | 23,811 | -0.5% | 0.26% | +4.5% |
| Q3 2022 | $1,589,185 | +16.9% | 23,923 | +26.0% | 0.25% | +25.4% |
| Q2 2022 | $1,359,514 | -1.5% | 18,980 | +8.5% | 0.20% | +13.2% |
| Q1 2022 | $1,379,527 | +5.9% | 17,487 | +8.5% | 0.17% | +7.4% |
| Q4 2021 | $1,303,027 | +7.9% | 16,121 | -0.9% | 0.16% | -3.6% |
| Q3 2021 | $1,207,150 | +16.1% | 16,260 | +18.3% | 0.17% | +16.7% |
| Q2 2021 | $1,039,616 | +5.3% | 13,748 | +1.5% | 0.14% | -4.0% |
| Q1 2021 | $987,339 | +64.7% | 13,540 | +44.8% | 0.15% | +38.9% |
| Q4 2020 | $599,638 | +67.3% | 9,349 | +44.2% | 0.11% | +47.9% |
| Q3 2020 | $358,485 | +93.2% | 6,483 | +80.8% | 0.07% | +73.8% |
| Q2 2020 | $185,516 | +25.7% | 3,585 | +9.3% | 0.04% | +10.5% |
| Q1 2020 | $147,530 | +2.9% | 3,280 | +32.6% | 0.04% | +22.6% |
| Q4 2019 | $143,316 | +18.9% | 2,474 | +12.5% | 0.03% | +10.7% |
| Q3 2019 | $120,508 | +62.5% | 2,200 | +57.4% | 0.03% | +55.6% |
| Q2 2019 | $74,180 | +9.3% | 1,398 | +7.7% | 0.02% | +5.9% |
| Q1 2019 | $67,847 | -5.6% | 1,298 | -15.2% | 0.02% | -15.0% |
| Q4 2018 | $71,896 | +486.7% | 1,531 | +562.8% | 0.02% | +566.7% |
| Q3 2018 | $12,255 | +2132.2% | 231 | +2000.0% | 0.00% | – |
| Q2 2018 | $549 | +0.5% | 11 | 0.0% | 0.00% | – |
| Q1 2018 | $546 | -3.7% | 11 | 0.0% | 0.00% | – |
| Q4 2017 | $567 | +10.1% | 11 | 0.0% | 0.00% | – |
| Q3 2017 | $515 | – | 11 | – | 0.00% | – |
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% |