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 | $292 | +2.5% | 4,130 | +5.2% | 0.12% | -4.6% |
| Q2 2023 | $285 | +88.7% | 3,925 | +90.5% | 0.13% | +92.6% |
| Q1 2023 | $151 | +179.6% | 2,060 | +186.1% | 0.07% | +151.9% |
| Q4 2022 | $54 | -99.9% | 720 | 0.0% | 0.03% | +12.5% |
| Q3 2022 | $48,000 | -7.7% | 720 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $52,000 | -8.8% | 720 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $57,000 | +78.1% | 720 | +80.0% | 0.02% | +90.9% |
| Q4 2021 | $32,000 | +6.7% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $30,000 | +3.4% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $29,000 | +190.0% | 400 | +166.7% | 0.01% | +175.0% |
| Q4 2020 | $10,000 | +11.1% | 150 | -11.8% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | – | 170 | – | 0.00% | – |
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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% |