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 | $1,349,681 | -45.9% | 19,074 | -44.5% | 0.14% | -33.2% |
| Q2 2023 | $2,495,172 | +192.1% | 34,359 | +194.2% | 0.20% | +135.6% |
| Q1 2023 | $854,304 | -45.7% | 11,677 | -43.9% | 0.09% | -37.4% |
| Q4 2022 | $1,572,415 | +10.3% | 20,815 | -3.0% | 0.14% | +2.2% |
| Q3 2022 | $1,425,000 | -9.2% | 21,454 | -2.0% | 0.14% | -6.2% |
| Q2 2022 | $1,569,000 | -8.2% | 21,902 | +1.0% | 0.14% | +10.7% |
| Q1 2022 | $1,710,000 | +16.6% | 21,675 | +19.5% | 0.13% | +12.9% |
| Q4 2021 | $1,467,000 | +15.3% | 18,140 | +5.9% | 0.12% | +0.9% |
| Q3 2021 | $1,272,000 | +14.9% | 17,132 | +17.0% | 0.12% | +11.7% |
| Q2 2021 | $1,107,000 | +10.8% | 14,643 | +6.8% | 0.10% | +4.0% |
| Q1 2021 | $999,000 | +30.4% | 13,705 | +14.7% | 0.10% | +13.8% |
| Q4 2020 | $766,000 | +181.6% | 11,945 | +126.8% | 0.09% | +128.9% |
| Q2 2020 | $272,000 | -43.2% | 5,266 | -36.4% | 0.04% | -54.2% |
| Q4 2019 | $479,000 | +14.3% | 8,275 | +8.1% | 0.08% | +6.4% |
| Q3 2019 | $419,000 | – | 7,657 | – | 0.08% | – |
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% |