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 | $1,118,528 | -3.3% | 15,807 | -0.8% | 0.78% | +16.3% |
| Q2 2023 | $1,157,064 | +0.1% | 15,933 | +0.8% | 0.67% | -19.1% |
| Q1 2023 | $1,156,280 | -3.9% | 15,805 | -0.8% | 0.83% | -16.1% |
| Q4 2022 | $1,203,206 | +12.4% | 15,928 | -1.1% | 0.99% | -12.4% |
| Q3 2022 | $1,070,000 | -8.8% | 16,101 | -1.7% | 1.13% | -6.4% |
| Q2 2022 | $1,173,000 | -20.3% | 16,382 | -12.2% | 1.20% | +22.1% |
| Q1 2022 | $1,472,000 | -60.3% | 18,663 | -59.3% | 0.99% | -66.5% |
| Q4 2021 | $3,709,000 | – | 45,884 | – | 2.94% | – |
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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% |