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 | $3,885 | +34.4% | 54,910 | +39.0% | 2.34% | +0.4% |
| Q1 2023 | $2,891 | -18.6% | 39,517 | -16.0% | 2.33% | -6.2% |
| Q4 2022 | $3,552 | -99.9% | 47,024 | +18.8% | 2.48% | +7.1% |
| Q3 2022 | $2,630,000 | -7.6% | 39,585 | -0.4% | 2.32% | +16.4% |
| Q2 2022 | $2,846,000 | -5.1% | 39,736 | +4.6% | 1.99% | -3.1% |
| Q1 2022 | $2,998,000 | +6.4% | 38,003 | +9.0% | 2.06% | +9.5% |
| Q4 2021 | $2,817,000 | +21.8% | 34,851 | +14.0% | 1.88% | -11.0% |
| Q2 2021 | $2,313,000 | +14.5% | 30,583 | +10.4% | 2.11% | +35.6% |
| Q1 2021 | $2,020,000 | +25.2% | 27,698 | +10.1% | 1.56% | +22.8% |
| Q4 2020 | $1,614,000 | – | 25,168 | – | 1.27% | – |
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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% |