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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,609,995 | +60.7% | 47,789 | +41.3% | 2.14% | +26.5% |
| Q3 2022 | $2,247,000 | +16.5% | 33,826 | +25.6% | 1.69% | +29.3% |
| Q2 2022 | $1,929,000 | +19.7% | 26,928 | +31.8% | 1.31% | +32.5% |
| Q1 2022 | $1,612,000 | +217.3% | 20,432 | +224.9% | 0.99% | +225.4% |
| Q4 2021 | $508,000 | +19.0% | 6,288 | +9.4% | 0.30% | +11.4% |
| Q3 2021 | $427,000 | +1679.2% | 5,746 | +1133.0% | 0.27% | +1195.2% |
| Q1 2019 | $24,000 | +9.1% | 466 | +0.4% | 0.02% | -4.5% |
| Q4 2018 | $22,000 | -8.3% | 464 | +0.9% | 0.02% | 0.0% |
| Q3 2018 | $24,000 | +4.3% | 460 | +0.7% | 0.02% | 0.0% |
| Q2 2018 | $23,000 | +4.5% | 457 | +0.9% | 0.02% | 0.0% |
| Q1 2018 | $22,000 | -4.3% | 453 | +0.4% | 0.02% | 0.0% |
| Q4 2017 | $23,000 | – | 451 | – | 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% |