SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,308,990 | +0.1% | 18,499 | +3.0% | 0.43% | +2.6% |
| Q2 2023 | $1,308,223 | +20.8% | 17,960 | +21.3% | 0.42% | +21.4% |
| Q1 2023 | $1,083,006 | +96943.5% | 14,803 | +0.2% | 0.35% | -7.0% |
| Q4 2022 | $1,116 | -99.7% | 14,768 | +135.2% | 0.37% | +156.6% |
| Q3 2022 | $417,000 | +1444.4% | 6,278 | +946.3% | 0.14% | +590.5% |
| Q2 2017 | $27,000 | – | 600 | – | 0.02% | – |
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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% |