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 | $3,501,907 | -2.4% | 49,490 | +0.2% | 1.61% | -27.0% |
| Q2 2023 | $3,588,496 | -0.2% | 49,415 | +0.6% | 2.20% | -3.0% |
| Q1 2023 | $3,595,176 | +10.7% | 49,141 | +14.3% | 2.27% | +5.0% |
| Q4 2022 | $3,247,172 | +45.9% | 42,986 | +28.3% | 2.16% | +18.5% |
| Q3 2022 | $2,226,000 | +10.5% | 33,510 | +19.2% | 1.83% | +4.6% |
| Q2 2022 | $2,014,000 | +34.5% | 28,113 | +48.1% | 1.74% | +56.9% |
| Q1 2022 | $1,497,000 | +7.7% | 18,980 | +8.9% | 1.11% | +6.6% |
| Q4 2021 | $1,390,000 | – | 17,435 | – | 1.04% | – |
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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% |