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 | $313,396 | -2.6% | 4,429 | 0.0% | 0.23% | +0.4% |
| Q2 2023 | $321,634 | +102006.0% | 4,429 | +6.2% | 0.23% | +0.4% |
| Q4 2022 | $315 | -99.9% | 4,171 | 0.0% | 0.23% | -8.0% |
| Q3 2022 | $277,000 | -7.4% | 4,171 | 0.0% | 0.25% | +0.8% |
| Q2 2022 | $299,000 | -9.1% | 4,171 | 0.0% | 0.25% | +7.9% |
| Q1 2022 | $329,000 | -2.4% | 4,171 | 0.0% | 0.23% | +0.9% |
| Q4 2021 | $337,000 | +8.7% | 4,171 | 0.0% | 0.23% | -4.2% |
| Q3 2021 | $310,000 | +34.8% | 4,171 | +37.2% | 0.24% | +34.7% |
| Q2 2021 | $230,000 | -39.6% | 3,040 | -41.9% | 0.18% | -44.5% |
| Q1 2021 | $381,000 | +13.4% | 5,231 | 0.0% | 0.32% | +6.4% |
| Q4 2020 | $336,000 | +16.3% | 5,231 | 0.0% | 0.30% | +2.1% |
| Q3 2020 | $289,000 | -78.7% | 5,231 | -80.0% | 0.29% | -5.5% |
| Q2 2020 | $1,355,000 | +471.7% | 26,155 | +539.6% | 0.31% | +28.2% |
| Q4 2019 | $237,000 | +5.8% | 4,089 | 0.0% | 0.24% | -7.7% |
| Q3 2019 | $224,000 | – | 4,089 | – | 0.26% | – |
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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% |