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 | $14,522,213 | +1.3% | 205,231 | +4.0% | 2.17% | -1.3% |
| Q2 2023 | $14,335,868 | +5.3% | 197,409 | +6.0% | 2.20% | -4.0% |
| Q1 2023 | $13,618,884 | -0.8% | 186,152 | +2.4% | 2.29% | -6.6% |
| Q4 2022 | $13,726,957 | +11.0% | 181,717 | -2.4% | 2.45% | -1.9% |
| Q3 2022 | $12,365,000 | -10.4% | 186,139 | -3.4% | 2.50% | -4.4% |
| Q2 2022 | $13,807,000 | -9.5% | 192,748 | -0.4% | 2.61% | +3.1% |
| Q1 2022 | $15,264,000 | -8.1% | 193,487 | -5.9% | 2.54% | -3.2% |
| Q4 2021 | $16,615,000 | +12.2% | 205,558 | +3.1% | 2.62% | +1.7% |
| Q3 2021 | $14,808,000 | +2.9% | 199,457 | +4.9% | 2.58% | -35.0% |
| Q2 2021 | $14,385,000 | +9.5% | 190,225 | +5.6% | 3.96% | -4.6% |
| Q1 2021 | $13,131,000 | +2.1% | 180,078 | -10.2% | 4.15% | +2.6% |
| Q4 2020 | $12,864,000 | +17.6% | 200,559 | +1.4% | 4.05% | +1.9% |
| Q3 2020 | $10,940,000 | +6.4% | 197,823 | -0.4% | 3.97% | -8.6% |
| Q2 2020 | $10,283,000 | +16.9% | 198,710 | +1.6% | 4.35% | -7.2% |
| Q1 2020 | $8,800,000 | -23.8% | 195,651 | -1.8% | 4.68% | -12.5% |
| Q4 2019 | $11,545,000 | +0.5% | 199,328 | -4.9% | 5.35% | -17.7% |
| Q3 2019 | $11,482,000 | +8.2% | 209,603 | +4.8% | 6.51% | -2.9% |
| Q2 2019 | $10,615,000 | +52.9% | 200,021 | +50.6% | 6.70% | +22.4% |
| Q1 2019 | $6,942,000 | – | 132,783 | – | 5.48% | – |
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% |