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 | $5,791,352 | +1.9% | 81,845 | +4.6% | 1.49% | -2.3% |
| Q2 2023 | $5,681,280 | +4.2% | 78,233 | +4.9% | 1.53% | -2.5% |
| Q1 2023 | $5,454,078 | +32.1% | 74,550 | +36.4% | 1.57% | +18.8% |
| Q4 2022 | $4,129,696 | +29.3% | 54,669 | +13.7% | 1.32% | +16.2% |
| Q3 2022 | $3,195,000 | -6.0% | 48,097 | +1.4% | 1.14% | +5.6% |
| Q2 2022 | $3,398,000 | -11.9% | 47,443 | -3.0% | 1.08% | -4.6% |
| Q1 2022 | $3,858,000 | -8.5% | 48,904 | -6.3% | 1.13% | -2.3% |
| Q4 2021 | $4,217,000 | +10.5% | 52,170 | +1.5% | 1.16% | -1.4% |
| Q3 2021 | $3,815,000 | +15.0% | 51,387 | +17.1% | 1.17% | +10.4% |
| Q2 2021 | $3,318,000 | +21.0% | 43,881 | +16.7% | 1.06% | +9.7% |
| Q1 2021 | $2,743,000 | +19.0% | 37,616 | +4.6% | 0.97% | +11.9% |
| Q4 2020 | $2,306,000 | +14.4% | 35,957 | -1.3% | 0.86% | -0.6% |
| Q3 2020 | $2,015,000 | -9.7% | 36,446 | -15.5% | 0.87% | -24.4% |
| Q2 2020 | $2,231,000 | +7.1% | 43,107 | -6.9% | 1.15% | -10.0% |
| Q1 2020 | $2,084,000 | -31.2% | 46,322 | -11.4% | 1.28% | -8.0% |
| Q4 2019 | $3,027,000 | +9.6% | 52,255 | +3.6% | 1.39% | -10.7% |
| Q3 2019 | $2,763,000 | +6.1% | 50,447 | +2.8% | 1.55% | +7.5% |
| Q2 2019 | $2,605,000 | +59.7% | 49,086 | +57.4% | 1.44% | +54.2% |
| Q1 2019 | $1,631,000 | +201.5% | 31,189 | +170.7% | 0.94% | +160.3% |
| Q4 2018 | $541,000 | -2.0% | 11,520 | +10.7% | 0.36% | +13.6% |
| Q3 2018 | $552,000 | +13.3% | 10,410 | +5.4% | 0.32% | +5.7% |
| Q2 2018 | $487,000 | -4.1% | 9,881 | -4.6% | 0.30% | -5.4% |
| Q1 2018 | $508,000 | +35.1% | 10,359 | +41.2% | 0.32% | +29.4% |
| Q4 2017 | $376,000 | +29.7% | 7,339 | +18.6% | 0.24% | +30.3% |
| Q3 2017 | $290,000 | +12.0% | 6,189 | +7.9% | 0.19% | +3.3% |
| Q2 2017 | $259,000 | -89.4% | 5,734 | -89.6% | 0.18% | -90.0% |
| Q1 2017 | $2,448,000 | -19.3% | 54,911 | -21.2% | 1.82% | -28.7% |
| Q4 2016 | $3,035,000 | – | 69,656 | – | 2.55% | – |
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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% |