SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,463,246 | +3.2% | 20,679 | +5.9% | 1.93% | +16.4% |
| Q2 2023 | $1,417,833 | +113873.7% | 19,524 | +14.8% | 1.66% | +6.2% |
| Q1 2023 | $1,244 | -11.8% | 17,009 | -9.0% | 1.56% | -19.3% |
| Q4 2022 | $1,411 | -99.9% | 18,684 | +25.4% | 1.94% | +36.8% |
| Q3 2022 | $989,000 | +3.3% | 14,894 | +11.5% | 1.42% | +7.1% |
| Q2 2022 | $957,000 | +45.2% | 13,359 | +59.8% | 1.32% | +85.4% |
| Q1 2022 | $659,000 | – | 8,358 | – | 0.71% | – |
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% |