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 | $384,366 | -33.8% | 5,432 | -32.1% | 0.13% | -33.0% |
| Q2 2023 | $580,885 | -10.1% | 7,999 | -9.5% | 0.19% | -14.2% |
| Q1 2023 | $646,496 | -3.3% | 8,838 | -0.1% | 0.23% | -3.8% |
| Q4 2022 | $668,526 | +94.9% | 8,850 | +71.6% | 0.24% | +72.8% |
| Q3 2022 | $343,000 | +14.7% | 5,157 | +23.5% | 0.14% | +19.3% |
| Q2 2022 | $299,000 | -9.1% | 4,175 | 0.0% | 0.11% | +4.6% |
| Q1 2022 | $329,000 | +44.9% | 4,175 | +48.5% | 0.11% | +41.6% |
| Q4 2021 | $227,000 | +4.1% | 2,812 | 0.0% | 0.08% | -2.5% |
| Q3 2021 | $218,000 | +0.9% | 2,812 | 0.0% | 0.08% | -6.0% |
| Q2 2021 | $216,000 | +1561.5% | 2,812 | +1066.8% | 0.08% | +1580.0% |
| Q2 2019 | $13,000 | 0.0% | 241 | 0.0% | 0.01% | -28.6% |
| Q1 2019 | $13,000 | +44.4% | 241 | +19.3% | 0.01% | +16.7% |
| Q4 2018 | $9,000 | – | 202 | – | 0.01% | – |
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% |