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 | $315,872 | -12.9% | 4,464 | -10.6% | 0.01% | -6.7% |
| Q2 2023 | $362,519 | +11.0% | 4,992 | +11.9% | 0.02% | +7.1% |
| Q1 2023 | $326,513 | -0.9% | 4,463 | +2.3% | 0.01% | -6.7% |
| Q4 2022 | $329,429 | +55.4% | 4,361 | +47.3% | 0.02% | +66.7% |
| Q2 2022 | $212,000 | -10.5% | 2,961 | -1.3% | 0.01% | 0.0% |
| Q1 2022 | $237,000 | -3.3% | 2,999 | -1.1% | 0.01% | 0.0% |
| Q4 2021 | $245,000 | +8.9% | 3,031 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $225,000 | -1.7% | 3,031 | 0.0% | 0.01% | +11.1% |
| Q2 2021 | $229,000 | +186.2% | 3,031 | +51.6% | 0.01% | 0.0% |
| Q1 2016 | $80,000 | +37.9% | 2,000 | +33.3% | 0.01% | +28.6% |
| Q4 2015 | $58,000 | +7.4% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $54,000 | – | 1,500 | – | 0.01% | – |
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% |