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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,148,644 | +11.9% | 15,088 | +4.1% | 0.18% | +1.7% |
Q3 2023 | $1,026,042 | +180.6% | 14,500 | +188.0% | 0.18% | +66.1% |
Q2 2023 | $365,641 | -68.5% | 5,035 | -68.3% | 0.11% | -45.5% |
Q1 2023 | $1,160,800 | -82.5% | 15,867 | -81.4% | 0.20% | -56.8% |
Q4 2022 | $6,624,083 | +3.8% | 85,307 | +1.7% | 0.46% | -0.6% |
Q3 2022 | $6,381,000 | +6.0% | 83,921 | +5.5% | 0.47% | +11.5% |
Q1 2022 | $6,019,000 | – | 79,577 | – | 0.42% | – |
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% |