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 | $3,669,705 | -2.0% | 51,861 | +0.6% | 0.87% | -0.9% |
| Q2 2023 | $3,744,563 | -0.8% | 51,563 | -0.1% | 0.88% | -9.3% |
| Q1 2023 | $3,775,426 | -4.7% | 51,605 | -1.6% | 0.97% | -13.8% |
| Q4 2022 | $3,962,309 | +12.6% | 52,453 | -1.0% | 1.12% | +6.4% |
| Q3 2022 | $3,520,000 | -7.5% | 52,996 | -0.2% | 1.06% | -4.1% |
| Q2 2022 | $3,804,000 | -11.9% | 53,116 | -2.9% | 1.10% | +6.1% |
| Q1 2022 | $4,316,000 | -1.3% | 54,705 | +1.0% | 1.04% | -0.7% |
| Q4 2021 | $4,375,000 | +7.8% | 54,138 | -0.9% | 1.04% | -1.0% |
| Q3 2021 | $4,057,000 | -4.1% | 54,653 | -2.3% | 1.06% | -4.8% |
| Q2 2021 | $4,231,000 | +0.3% | 55,948 | -3.3% | 1.11% | -6.9% |
| Q1 2021 | $4,217,000 | +10.3% | 57,829 | -3.0% | 1.19% | +1.4% |
| Q4 2020 | $3,823,000 | +13.9% | 59,611 | -1.8% | 1.17% | +1.4% |
| Q3 2020 | $3,356,000 | +2.5% | 60,687 | -4.1% | 1.16% | -12.3% |
| Q2 2020 | $3,275,000 | +12.4% | 63,292 | -2.3% | 1.32% | -0.8% |
| Q1 2020 | $2,913,000 | -26.2% | 64,750 | -5.0% | 1.33% | -11.8% |
| Q4 2019 | $3,948,000 | +4.2% | 68,175 | -1.5% | 1.51% | -4.2% |
| Q3 2019 | $3,790,000 | +2.8% | 69,184 | -0.4% | 1.57% | +1.0% |
| Q2 2019 | $3,687,000 | +0.3% | 69,465 | -1.2% | 1.56% | -5.1% |
| Q1 2019 | $3,677,000 | +10.5% | 70,332 | -0.8% | 1.64% | -3.0% |
| Q4 2018 | $3,329,000 | -17.6% | 70,866 | -7.1% | 1.69% | -8.3% |
| Q3 2018 | $4,042,000 | +5.0% | 76,254 | -2.4% | 1.85% | -5.8% |
| Q2 2018 | $3,851,000 | -4.7% | 78,135 | -5.3% | 1.96% | -6.7% |
| Q1 2018 | $4,043,000 | -13.8% | 82,470 | -10.1% | 2.10% | -15.0% |
| Q4 2017 | $4,692,000 | +7.4% | 91,709 | -1.7% | 2.47% | -1.8% |
| Q3 2017 | $4,367,000 | +5.7% | 93,294 | +1.9% | 2.52% | -1.2% |
| Q2 2017 | $4,130,000 | +11.7% | 91,579 | +10.1% | 2.55% | +4.0% |
| Q1 2017 | $3,698,000 | -0.4% | 83,213 | -2.3% | 2.45% | -4.3% |
| Q4 2016 | $3,712,000 | +2.1% | 85,202 | -0.9% | 2.56% | -2.1% |
| Q3 2016 | $3,637,000 | +4.6% | 85,987 | +2.5% | 2.61% | +1.0% |
| Q2 2016 | $3,476,000 | +13.4% | 83,881 | +9.7% | 2.59% | +10.6% |
| Q1 2016 | $3,066,000 | +14.4% | 76,475 | +9.9% | 2.34% | +10.0% |
| Q4 2015 | $2,681,000 | +18.4% | 69,569 | +11.9% | 2.13% | +14.8% |
| Q3 2015 | $2,264,000 | -4.4% | 62,163 | +0.0% | 1.85% | +2.4% |
| Q2 2015 | $2,368,000 | +17.1% | 62,156 | +21.0% | 1.81% | +16.0% |
| Q1 2015 | $2,023,000 | +78.7% | 51,350 | +80.8% | 1.56% | +76.0% |
| Q4 2014 | $1,132,000 | – | 28,400 | – | 0.89% | – |
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% |