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 | $1,641 | +6.6% | 23,197 | +9.4% | 0.03% | +11.1% |
| Q2 2023 | $1,540 | -43.4% | 21,205 | -42.9% | 0.03% | -48.1% |
| Q1 2023 | $2,719 | -11.3% | 37,168 | -8.5% | 0.05% | -13.3% |
| Q4 2022 | $3,067 | -99.9% | 40,599 | +3.7% | 0.06% | +13.2% |
| Q3 2022 | $2,601,000 | -18.2% | 39,148 | -11.8% | 0.05% | -27.4% |
| Q2 2022 | $3,178,000 | +89.4% | 44,365 | +108.5% | 0.07% | +121.2% |
| Q1 2022 | $1,678,000 | +25.2% | 21,282 | +28.4% | 0.03% | +32.0% |
| Q4 2021 | $1,340,000 | +14.4% | 16,570 | +5.1% | 0.02% | +4.2% |
| Q3 2021 | $1,171,000 | +5.4% | 15,765 | +7.3% | 0.02% | -11.1% |
| Q2 2021 | $1,111,000 | +7.4% | 14,692 | +3.6% | 0.03% | 0.0% |
| Q1 2021 | $1,034,000 | – | 14,176 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 220,012 | $15,568,050 | 54.37% |
| Keystone Financial Planning, Inc. | 1,680,787 | $118,932,500 | 41.55% |
| CGC Financial Services, LLC | 674,274 | $47,711,653 | 33.36% |
| Kellett Wealth Advisors, LLC | 415,824 | $29,423,721 | 25.21% |
| Reitz Capital Advisors LLC | 182,801 | $12,854,578 | 24.55% |
| Rezny Wealth Management, Inc. | 900,063 | $63,688,458 | 22.42% |
| Walker Financial Services, Inc. | 318,384 | $22,528,836 | 21.89% |
| Dechtman Wealth Management, LLC | 997,308 | $70,570 | 20.90% |
| Wealth Management Solutions, LLC | 413,874 | $29,285,743 | 20.08% |
| HHM Wealth Advisors, LLC | 1,443,765 | $102,160,873 | 19.96% |