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 2022 | $205,469 | -4.4% | 2,720 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $215,000 | -2.3% | 2,720 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $220,000 | +8.9% | 2,720 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $202,000 | -1.9% | 2,720 | 0.0% | 0.02% | -14.3% |
| Q2 2021 | $206,000 | -16.6% | 2,720 | -50.5% | 0.02% | -38.2% |
| Q1 2020 | $247,000 | -22.3% | 5,498 | 0.0% | 0.03% | -5.6% |
| Q4 2019 | $318,000 | +5.6% | 5,498 | 0.0% | 0.04% | -7.7% |
| Q3 2019 | $301,000 | +3.1% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $292,000 | +1.7% | 5,498 | 0.0% | 0.04% | -2.5% |
| Q1 2019 | $287,000 | +11.2% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $258,000 | -11.3% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $291,000 | +7.4% | 5,498 | 0.0% | 0.04% | +5.3% |
| Q2 2018 | $271,000 | +0.4% | 5,498 | 0.0% | 0.04% | -2.6% |
| Q1 2018 | $270,000 | -3.9% | 5,498 | 0.0% | 0.04% | -2.5% |
| Q4 2017 | $281,000 | +9.3% | 5,498 | 0.0% | 0.04% | +8.1% |
| Q3 2017 | $257,000 | +3.6% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $248,000 | +1.2% | 5,498 | 0.0% | 0.04% | -2.6% |
| Q1 2017 | $245,000 | – | 5,498 | – | 0.04% | – |
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% |