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 | $30,347,400 | +4.5% | 428,878 | +7.2% | 3.93% | +2.5% |
| Q2 2023 | $29,047,631 | +51.4% | 399,995 | +52.5% | 3.84% | +38.6% |
| Q1 2023 | $19,187,503 | +17.3% | 262,268 | +21.1% | 2.77% | +7.6% |
| Q4 2022 | $16,359,791 | +296.6% | 216,571 | +248.8% | 2.57% | +252.5% |
| Q3 2022 | $4,125,000 | +12.3% | 62,097 | +21.1% | 0.73% | +1.7% |
| Q2 2022 | $3,674,000 | +3.8% | 51,291 | +14.3% | 0.72% | +14.5% |
| Q1 2022 | $3,540,000 | +13.8% | 44,872 | +16.6% | 0.63% | +12.0% |
| Q4 2021 | $3,112,000 | -6.6% | 38,497 | -14.2% | 0.56% | -16.5% |
| Q3 2021 | $3,333,000 | +52.4% | 44,890 | +55.2% | 0.67% | +54.6% |
| Q2 2021 | $2,187,000 | +631.4% | 28,927 | +605.5% | 0.43% | +529.0% |
| Q1 2021 | $299,000 | +32.9% | 4,100 | -30.4% | 0.07% | -38.4% |
| Q2 2015 | $225,000 | -93.7% | 5,887 | -94.0% | 0.11% | -96.3% |
| Q4 2013 | $3,591,000 | – | 97,947 | – | 3.01% | – |
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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% |