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 | $7,968,137 | +8.1% | 112,624 | +9.7% | 7.69% | +4.4% |
| Q2 2023 | $7,374,192 | -1.6% | 102,690 | +0.9% | 7.36% | -9.4% |
| Q1 2023 | $7,492,091 | +14.8% | 101,822 | +20.2% | 8.13% | -2.2% |
| Q4 2022 | $6,528,094 | +12.6% | 84,703 | -0.4% | 8.31% | +1.4% |
| Q3 2022 | $5,800,000 | -5.8% | 85,028 | +2.8% | 8.20% | +1.1% |
| Q2 2022 | $6,154,000 | -32.9% | 82,679 | -28.6% | 8.10% | -31.0% |
| Q1 2022 | $9,169,000 | +3.4% | 115,728 | +6.0% | 11.75% | -0.0% |
| Q4 2021 | $8,870,000 | +12.6% | 109,141 | +3.8% | 11.76% | -2.6% |
| Q3 2021 | $7,876,000 | +6.1% | 105,113 | +7.1% | 12.08% | +2.6% |
| Q2 2021 | $7,425,000 | +15.4% | 98,188 | +11.9% | 11.76% | +2.3% |
| Q1 2021 | $6,434,000 | +22.7% | 87,759 | +7.4% | 11.50% | +12.1% |
| Q4 2020 | $5,243,000 | +28.9% | 81,749 | +11.1% | 10.26% | -2.2% |
| Q3 2020 | $4,068,000 | +9.0% | 73,557 | +2.0% | 10.49% | -12.9% |
| Q2 2020 | $3,731,000 | +37.3% | 72,099 | +19.3% | 12.04% | -2.3% |
| Q1 2020 | $2,717,000 | +17.8% | 60,413 | +51.7% | 12.32% | +73.9% |
| Q4 2019 | $2,306,000 | – | 39,817 | – | 7.09% | – |
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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% |