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 | $5,904,474 | +107981.2% | 83,444 | +10.9% | 1.28% | +46.1% |
| Q2 2023 | $5,463 | +25.0% | 75,222 | +25.9% | 0.88% | +22.6% |
| Q1 2023 | $4,370 | +6.2% | 59,730 | +9.7% | 0.72% | -7.1% |
| Q4 2022 | $4,114 | -99.9% | 54,468 | -34.7% | 0.77% | -39.9% |
| Q3 2022 | $5,904,474 | +95.5% | 83,444 | +100.2% | 1.28% | +89.7% |
| Q2 2022 | $3,020,000 | +252.0% | 41,675 | +285.6% | 0.68% | +289.1% |
| Q1 2022 | $858,000 | – | 10,807 | – | 0.17% | – |
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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% |