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 | $5,347 | -1.0% | 75,559 | +1.6% | 0.95% | +1.4% |
| Q2 2023 | $5,399 | +0.4% | 74,339 | +1.1% | 0.94% | -5.2% |
| Q1 2023 | $5,378 | -4.1% | 73,509 | -1.0% | 0.99% | -9.3% |
| Q4 2022 | $5,607 | -99.9% | 74,231 | +0.9% | 1.09% | +2.6% |
| Q3 2022 | $4,888,000 | -4.5% | 73,578 | +2.9% | 1.06% | +1.9% |
| Q2 2022 | $5,121,000 | +5.4% | 71,497 | +16.1% | 1.04% | +9.6% |
| Q1 2022 | $4,859,000 | +564.7% | 61,593 | +580.7% | 0.95% | +527.8% |
| Q4 2021 | $731,000 | +50.4% | 9,049 | +38.2% | 0.15% | +37.3% |
| Q3 2021 | $486,000 | -1.2% | 6,548 | +0.6% | 0.11% | -1.8% |
| Q2 2021 | $492,000 | +13.6% | 6,509 | +9.7% | 0.11% | +7.7% |
| Q1 2021 | $433,000 | +14.6% | 5,935 | +0.6% | 0.10% | +8.3% |
| Q4 2020 | $378,000 | +16.7% | 5,900 | +0.8% | 0.10% | +1.1% |
| Q3 2020 | $324,000 | -4.1% | 5,853 | -10.5% | 0.10% | -7.8% |
| Q2 2020 | $338,000 | – | 6,540 | – | 0.10% | – |
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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% |