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 | $1,132,512 | -0.3% | 16,004 | +2.3% | 0.22% | +3.2% |
| Q2 2023 | $1,136,372 | +354.4% | 15,648 | +357.8% | 0.22% | +323.5% |
| Q1 2023 | $250,091 | -11.0% | 3,418 | -8.1% | 0.05% | -19.0% |
| Q4 2022 | $280,920 | +8.0% | 3,719 | -5.2% | 0.06% | +8.6% |
| Q3 2022 | $260,000 | -14.5% | 3,924 | -7.8% | 0.06% | -9.4% |
| Q2 2022 | $304,000 | -9.3% | 4,256 | +0.0% | 0.06% | +10.3% |
| Q1 2022 | $335,000 | +35.6% | 4,254 | +39.0% | 0.06% | +65.7% |
| Q4 2021 | $247,000 | +8.8% | 3,061 | -0.1% | 0.04% | -28.6% |
| Q3 2021 | $227,000 | -1.7% | 3,063 | +0.1% | 0.05% | -18.3% |
| Q2 2021 | $231,000 | +9.5% | 3,060 | +5.7% | 0.06% | -1.6% |
| Q1 2021 | $211,000 | -46.6% | 2,894 | -64.6% | 0.06% | -64.5% |
| Q1 2020 | $395,000 | -52.7% | 8,184 | -43.2% | 0.17% | -40.9% |
| Q4 2019 | $835,000 | +89.3% | 14,420 | +79.1% | 0.29% | +76.4% |
| Q3 2019 | $441,000 | +10.5% | 8,050 | +6.8% | 0.16% | +8.6% |
| Q2 2019 | $399,000 | -0.2% | 7,537 | -1.4% | 0.15% | -1.9% |
| Q1 2019 | $400,000 | -3.1% | 7,645 | -13.1% | 0.16% | -13.9% |
| Q4 2018 | $413,000 | -15.0% | 8,801 | -4.0% | 0.18% | +1.1% |
| Q3 2018 | $486,000 | +8.0% | 9,171 | +0.5% | 0.18% | -1.7% |
| Q2 2018 | $450,000 | -25.9% | 9,128 | -26.2% | 0.18% | -27.9% |
| Q1 2018 | $607,000 | -3.0% | 12,372 | +1.1% | 0.25% | -2.0% |
| Q4 2017 | $626,000 | +14.2% | 12,239 | +4.5% | 0.26% | +7.6% |
| Q3 2017 | $548,000 | -0.2% | 11,712 | -3.9% | 0.24% | -5.2% |
| Q2 2017 | $549,000 | -17.1% | 12,182 | -17.9% | 0.25% | -19.8% |
| Q1 2017 | $662,000 | -44.6% | 14,840 | -45.9% | 0.31% | -50.1% |
| Q4 2016 | $1,195,000 | -56.3% | 27,418 | -57.5% | 0.63% | -59.0% |
| Q3 2016 | $2,732,000 | +10.0% | 64,571 | +7.8% | 1.53% | +6.8% |
| Q2 2016 | $2,483,000 | -25.3% | 59,919 | -27.8% | 1.43% | -24.3% |
| Q1 2016 | $3,326,000 | -99.9% | 82,957 | +0.8% | 1.89% | -8.9% |
| Q4 2015 | $3,171,959,000 | +103932.8% | 82,260 | -3.0% | 2.08% | -1.8% |
| Q3 2015 | $3,049,000 | -49.6% | 84,824 | -46.4% | 2.12% | -45.2% |
| Q2 2015 | $6,054,000 | +30.0% | 158,107 | +29.9% | 3.86% | +29.4% |
| Q1 2015 | $4,656,000 | -21.1% | 121,671 | -17.9% | 2.98% | -22.5% |
| Q4 2014 | $5,903,000 | +28.8% | 148,139 | +24.6% | 3.85% | +27.8% |
| Q3 2014 | $4,584,000 | -1.5% | 118,875 | -2.3% | 3.01% | +1.1% |
| Q2 2014 | $4,656,000 | +16.4% | 121,671 | +12.1% | 2.98% | +11.0% |
| Q1 2014 | $3,999,000 | +21.6% | 108,516 | +20.9% | 2.68% | +19.9% |
| Q4 2013 | $3,289,000 | +41.8% | 89,728 | +30.2% | 2.24% | +17.5% |
| Q3 2013 | $2,319,000 | +32.4% | 68,904 | +29.4% | 1.90% | +21.7% |
| Q2 2013 | $1,751,000 | – | 53,235 | – | 1.56% | – |
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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% |