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 | $1,054,961 | -3.0% | 14,909 | -0.4% | 0.70% | -2.4% |
| Q2 2023 | $1,087,195 | -7.6% | 14,971 | -7.0% | 0.72% | -11.6% |
| Q1 2023 | $1,177,145 | -6.1% | 16,090 | -3.1% | 0.81% | -8.1% |
| Q4 2022 | $1,253,737 | +12.2% | 16,597 | -1.3% | 0.88% | +2.2% |
| Q3 2022 | $1,117,000 | -5.0% | 16,817 | +2.4% | 0.86% | +6.1% |
| Q2 2022 | $1,176,000 | -5.3% | 16,420 | +4.3% | 0.82% | +9.1% |
| Q1 2022 | $1,242,000 | -0.6% | 15,745 | +1.8% | 0.75% | +5.1% |
| Q4 2021 | $1,250,000 | +21.5% | 15,465 | +11.6% | 0.71% | +9.6% |
| Q3 2021 | $1,029,000 | +3.6% | 13,854 | +5.5% | 0.65% | +1.4% |
| Q2 2021 | $993,000 | +55.2% | 13,135 | +49.6% | 0.64% | +29.0% |
| Q1 2021 | $640,000 | +52.7% | 8,779 | +34.5% | 0.50% | +49.8% |
| Q4 2020 | $419,000 | +3123.1% | 6,525 | +2097.0% | 0.33% | +2106.7% |
| Q4 2018 | $13,000 | – | 297 | – | 0.02% | – |
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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% |