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 | $5,037,696 | -32.6% | 71,194 | -30.8% | 0.98% | -29.5% |
| Q2 2023 | $7,475,115 | +10.1% | 102,935 | +6.0% | 1.39% | -34.1% |
| Q1 2023 | $6,790,898 | +28.6% | 97,138 | +39.9% | 2.11% | +24.9% |
| Q4 2022 | $5,281,083 | +212.9% | 69,442 | +173.2% | 1.69% | +154.8% |
| Q3 2022 | $1,688,000 | -11.2% | 25,422 | -4.1% | 0.66% | -39.3% |
| Q2 2022 | $1,900,000 | +42.1% | 26,520 | +56.4% | 1.09% | +59.8% |
| Q1 2022 | $1,337,000 | +17.3% | 16,952 | +20.2% | 0.68% | +2.7% |
| Q4 2021 | $1,140,000 | +52.4% | 14,108 | +40.1% | 0.66% | +94.2% |
| Q3 2021 | $748,000 | -9.1% | 10,069 | -7.4% | 0.34% | -5.0% |
| Q2 2021 | $823,000 | -6.6% | 10,879 | -9.9% | 0.36% | -4.8% |
| Q1 2021 | $881,000 | +14.4% | 12,076 | +0.6% | 0.38% | +5.0% |
| Q4 2020 | $770,000 | +31.6% | 12,003 | +13.5% | 0.36% | +5.0% |
| Q3 2020 | $585,000 | +7.3% | 10,579 | +0.4% | 0.34% | -0.3% |
| Q2 2020 | $545,000 | +15.2% | 10,539 | +0.1% | 0.34% | +0.3% |
| Q1 2020 | $473,000 | -57.3% | 10,526 | -44.9% | 0.34% | -35.3% |
| Q4 2019 | $1,107,000 | +21.5% | 19,118 | +15.0% | 0.53% | +4.7% |
| Q3 2019 | $911,000 | +3.4% | 16,630 | +0.2% | 0.51% | -1.4% |
| Q2 2019 | $881,000 | -11.1% | 16,601 | -12.5% | 0.51% | -15.6% |
| Q1 2019 | $991,000 | +9.6% | 18,964 | -1.5% | 0.61% | -7.5% |
| Q4 2018 | $904,000 | -12.4% | 19,252 | -1.2% | 0.66% | -2.7% |
| Q3 2018 | $1,032,000 | +84.3% | 19,480 | +71.4% | 0.68% | +61.9% |
| Q2 2018 | $560,000 | +90.5% | 11,363 | +89.6% | 0.42% | +86.2% |
| Q1 2018 | $294,000 | -5.2% | 5,994 | -1.0% | 0.22% | -1.8% |
| Q4 2017 | $310,000 | – | 6,053 | – | 0.23% | – |
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% |