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 | $1,829 | +9.2% | 25,845 | +12.0% | 0.14% | +21.6% |
| Q2 2023 | $1,675 | -0.9% | 23,069 | -0.2% | 0.12% | -8.7% |
| Q1 2023 | $1,691 | -2.1% | 23,114 | +1.1% | 0.13% | +3.3% |
| Q4 2022 | $1,727 | -99.9% | 22,864 | -1.1% | 0.12% | -1.6% |
| Q3 2022 | $1,535,000 | -9.9% | 23,113 | -2.8% | 0.12% | -8.8% |
| Q2 2022 | $1,704,000 | -11.2% | 23,783 | -2.2% | 0.14% | +0.7% |
| Q1 2022 | $1,918,000 | -3.3% | 24,308 | -0.9% | 0.14% | +5.4% |
| Q4 2021 | $1,983,000 | +4.6% | 24,528 | -3.9% | 0.13% | +1.6% |
| Q3 2021 | $1,895,000 | -3.1% | 25,524 | -1.3% | 0.13% | +1.6% |
| Q2 2021 | $1,955,000 | +0.9% | 25,852 | -2.7% | 0.12% | -2.3% |
| Q1 2021 | $1,938,000 | +3.7% | 26,572 | -8.8% | 0.13% | -0.8% |
| Q4 2020 | $1,869,000 | +7.8% | 29,132 | -7.1% | 0.13% | +9.3% |
| Q3 2020 | $1,733,000 | -2.9% | 31,344 | -9.1% | 0.12% | -4.1% |
| Q2 2020 | $1,784,000 | – | 34,474 | – | 0.12% | – |
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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% |