SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,125 | -4.5% | 4,892 | -2.0% | 0.01% | 0.0% |
| Q2 2023 | $362,485 | -24.8% | 4,992 | -24.2% | 0.01% | -33.3% |
| Q1 2023 | $482,099 | +75.1% | 6,590 | +80.8% | 0.01% | +71.4% |
| Q4 2022 | $275,268 | +45.6% | 3,644 | +28.1% | 0.01% | +40.0% |
| Q3 2022 | $189,000 | -61.3% | 2,845 | -58.2% | 0.01% | -61.5% |
| Q2 2022 | $488,000 | +398.0% | 6,811 | +447.1% | 0.01% | +550.0% |
| Q1 2022 | $98,000 | -73.7% | 1,245 | -73.0% | 0.00% | -75.0% |
| Q4 2021 | $372,000 | +853.8% | 4,604 | +649.8% | 0.01% | +700.0% |
| Q4 2020 | $39,000 | +14.7% | 614 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $34,000 | +6.2% | 614 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +14.3% | 614 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -22.2% | 614 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $36,000 | -28.0% | 614 | -32.5% | 0.00% | -50.0% |
| Q3 2019 | $50,000 | +4.2% | 910 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $48,000 | -76.4% | 910 | -82.7% | 0.00% | -80.0% |
| Q4 2015 | $203,000 | – | 5,263 | – | 0.01% | – |
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% |