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 | $380,477 | -1.4% | 5,377 | +1.2% | 0.06% | +4.8% |
| Q2 2023 | $385,757 | +0.2% | 5,312 | +1.0% | 0.06% | -3.1% |
| Q1 2023 | $384,895 | +91760.4% | 5,261 | -5.1% | 0.06% | -11.1% |
| Q4 2022 | $419 | -99.9% | 5,546 | -1.5% | 0.07% | -4.0% |
| Q3 2022 | $374,000 | -6.7% | 5,629 | +0.5% | 0.08% | -1.3% |
| Q2 2022 | $401,000 | -11.5% | 5,602 | -2.5% | 0.08% | +1.3% |
| Q1 2022 | $453,000 | – | 5,747 | – | 0.08% | – |
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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% |