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 | $88,146 | +52.5% | 1,246 | +56.5% | 0.01% | +66.7% |
| Q2 2023 | $57,784 | -73.2% | 796 | -73.0% | 0.01% | -76.0% |
| Q1 2023 | $215,508 | +13.5% | 2,946 | +17.2% | 0.02% | +13.6% |
| Q4 2022 | $189,885 | +659.5% | 2,514 | +558.1% | 0.02% | +633.3% |
| Q3 2022 | $25,000 | -34.2% | 382 | -28.9% | 0.00% | -40.0% |
| Q2 2022 | $38,000 | -9.5% | 537 | +0.6% | 0.01% | 0.0% |
| Q1 2022 | $42,000 | -2.3% | 534 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $43,000 | +10.3% | 532 | +0.4% | 0.01% | 0.0% |
| Q3 2021 | $39,000 | -50.0% | 530 | -49.6% | 0.01% | 0.0% |
| Q2 2021 | $78,000 | +105.3% | 1,052 | +100.4% | 0.01% | 0.0% |
| Q1 2021 | $38,000 | +660.0% | 525 | +503.4% | 0.01% | +400.0% |
| Q2 2020 | $5,000 | – | 87 | – | 0.00% | – |
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% |