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 | $1,591,389 | -2.6% | 22,490 | -0.0% | 1.42% | -2.4% |
| Q2 2023 | $1,633,431 | +2.1% | 22,493 | +2.9% | 1.45% | -1.5% |
| Q1 2023 | $1,599,406 | +3.0% | 21,862 | +6.4% | 1.47% | +2.1% |
| Q4 2022 | $1,552,775 | +9.8% | 20,556 | -3.4% | 1.44% | -0.8% |
| Q3 2022 | $1,414,000 | -8.5% | 21,283 | -1.4% | 1.46% | -6.5% |
| Q2 2022 | $1,546,000 | -9.3% | 21,585 | -0.1% | 1.56% | -0.4% |
| Q1 2022 | $1,704,000 | -5.5% | 21,605 | -3.2% | 1.56% | -5.0% |
| Q4 2021 | $1,803,000 | – | 22,311 | – | 1.64% | – |
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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% |