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 | $21,900,163 | -1.3% | 309,501 | +1.3% | 14.15% | +2.3% |
| Q2 2023 | $22,183,176 | -1.8% | 305,471 | -1.1% | 13.83% | -5.3% |
| Q1 2023 | $22,599,237 | -3.7% | 308,903 | -0.6% | 14.60% | -8.4% |
| Q4 2022 | $23,465,745 | +13.6% | 310,641 | -0.1% | 15.94% | +4.0% |
| Q3 2022 | $20,659,000 | -7.9% | 310,968 | -0.7% | 15.34% | -3.6% |
| Q2 2022 | $22,436,000 | -9.0% | 313,037 | +0.1% | 15.91% | +0.2% |
| Q1 2022 | $24,649,000 | -2.7% | 312,632 | -0.2% | 15.89% | -5.0% |
| Q4 2021 | $25,327,000 | – | 313,288 | – | 16.72% | – |
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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% |