SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $73,031,305 | +0.5% | 1,032,097 | +3.1% | 0.36% | +25.4% |
Q2 2023 | $72,662,467 | +44.5% | 1,000,580 | +45.6% | 0.28% | +137.8% |
Q1 2023 | $50,283,992 | +1433.0% | 687,326 | +1482.7% | 0.12% | +466.7% |
Q4 2022 | $3,280,132 | +36.1% | 43,427 | +19.7% | 0.02% | -27.6% |
Q3 2022 | $2,410,000 | +19.8% | 36,266 | +29.1% | 0.03% | +31.8% |
Q2 2022 | $2,012,000 | +17.7% | 28,099 | +29.7% | 0.02% | -18.5% |
Q1 2022 | $1,710,000 | +8.7% | 21,672 | +11.3% | 0.03% | +12.5% |
Q4 2021 | $1,573,000 | +88.8% | 19,464 | +73.5% | 0.02% | +33.3% |
Q3 2021 | $833,000 | +3.6% | 11,219 | +5.5% | 0.02% | 0.0% |
Q2 2021 | $804,000 | -22.2% | 10,634 | -25.0% | 0.02% | -28.0% |
Q1 2021 | $1,034,000 | +10.0% | 14,176 | -3.3% | 0.02% | -16.7% |
Q4 2020 | $940,000 | +203.2% | 14,653 | +161.3% | 0.03% | +130.8% |
Q3 2020 | $310,000 | +1.3% | 5,607 | -5.2% | 0.01% | -23.5% |
Q2 2020 | $306,000 | -12.6% | 5,917 | -23.9% | 0.02% | -22.7% |
Q1 2020 | $350,000 | -31.4% | 7,771 | -11.8% | 0.02% | -15.4% |
Q4 2019 | $510,000 | +131.8% | 8,810 | +118.7% | 0.03% | +100.0% |
Q3 2019 | $220,000 | -48.8% | 4,029 | -50.2% | 0.01% | -51.9% |
Q2 2019 | $430,000 | – | 8,086 | – | 0.03% | – |
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% |