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 | $886 | -5.0% | 12,515 | +1.0% | 0.54% | +2.3% |
| Q2 2023 | $933 | -15.9% | 12,390 | -18.3% | 0.53% | -23.1% |
| Q1 2023 | $1,110 | -3.2% | 15,172 | -0.1% | 0.69% | -7.3% |
| Q4 2022 | $1,147 | -99.9% | 15,190 | +0.6% | 0.74% | +4.8% |
| Q3 2022 | $1,003,000 | -7.0% | 15,104 | +0.3% | 0.71% | -2.1% |
| Q2 2022 | $1,079,000 | -9.4% | 15,064 | -0.3% | 0.72% | +7.6% |
| Q1 2022 | $1,191,000 | +30.4% | 15,102 | +33.7% | 0.67% | +35.2% |
| Q4 2021 | $913,000 | +13.7% | 11,298 | +4.4% | 0.50% | +2.1% |
| Q3 2021 | $803,000 | -3.0% | 10,817 | -1.2% | 0.49% | -2.8% |
| Q2 2021 | $828,000 | +3.1% | 10,947 | -0.5% | 0.50% | -2.0% |
| Q1 2021 | $803,000 | +6.6% | 11,007 | -6.2% | 0.51% | -1.4% |
| Q4 2020 | $753,000 | -22.4% | 11,737 | -33.1% | 0.52% | +1.4% |
| Q3 2020 | $970,000 | +6.8% | 17,535 | -0.1% | 0.51% | 0.0% |
| Q2 2020 | $908,000 | -31.1% | 17,550 | -40.1% | 0.51% | -42.6% |
| Q1 2020 | $1,317,000 | +35.2% | 29,285 | +74.2% | 0.89% | +85.4% |
| Q4 2019 | $974,000 | +6.8% | 16,813 | +1.0% | 0.48% | +1.5% |
| Q3 2019 | $912,000 | -4.6% | 16,653 | -7.6% | 0.47% | -4.8% |
| Q2 2019 | $956,000 | +9.5% | 18,021 | +8.0% | 0.50% | +7.6% |
| Q1 2019 | $873,000 | +21.4% | 16,691 | +9.0% | 0.46% | +9.0% |
| Q4 2018 | $719,000 | -7.5% | 15,317 | +4.5% | 0.42% | +10.1% |
| Q3 2018 | $777,000 | +7.2% | 14,662 | -0.3% | 0.38% | +5.5% |
| Q2 2018 | $725,000 | +9.8% | 14,700 | +9.3% | 0.36% | -1.1% |
| Q1 2018 | $660,000 | -7.4% | 13,455 | -3.4% | 0.37% | -1.1% |
| Q4 2017 | $713,000 | +11.6% | 13,935 | +2.1% | 0.37% | +4.2% |
| Q3 2017 | $639,000 | +3.2% | 13,645 | -0.6% | 0.36% | -0.3% |
| Q2 2017 | $619,000 | +2.8% | 13,731 | +1.7% | 0.36% | +1.4% |
| Q1 2017 | $602,000 | +1.9% | 13,499 | -0.5% | 0.35% | -3.5% |
| Q4 2016 | $591,000 | +22.4% | 13,568 | +18.8% | 0.37% | +18.4% |
| Q3 2016 | $483,000 | +1.7% | 11,424 | -0.3% | 0.31% | -2.5% |
| Q2 2016 | $475,000 | +6.3% | 11,457 | +2.7% | 0.32% | +1.6% |
| Q1 2016 | $447,000 | +1.4% | 11,152 | -2.6% | 0.31% | +3.0% |
| Q4 2015 | $441,000 | -5.2% | 11,448 | -11.6% | 0.30% | -10.3% |
| Q3 2015 | $465,000 | -6.8% | 12,946 | -0.7% | 0.34% | +1.2% |
| Q2 2015 | $499,000 | +15.2% | 13,040 | +18.8% | 0.34% | +16.7% |
| Q1 2015 | $433,000 | +94.2% | 10,978 | +89.6% | 0.29% | +71.9% |
| Q4 2014 | $223,000 | 0.0% | 5,790 | 0.0% | 0.17% | 0.0% |
| Q3 2014 | $223,000 | +4.2% | 5,790 | +3.7% | 0.17% | +7.7% |
| Q2 2014 | $214,000 | – | 5,585 | – | 0.16% | – |
Download | ||||||
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% |