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 | $34,475,959 | -14.9% | 495,558 | -11.2% | 11.08% | -18.2% |
| Q2 2023 | $40,512,152 | +0.8% | 557,865 | +1.5% | 13.54% | -9.2% |
| Q1 2023 | $40,207,448 | -3.2% | 549,582 | -0.0% | 14.91% | -13.2% |
| Q4 2022 | $41,531,459 | +14.6% | 549,794 | +0.8% | 17.17% | +1.8% |
| Q3 2022 | $36,242,000 | -5.2% | 545,574 | +2.3% | 16.86% | -10.6% |
| Q2 2022 | $38,217,000 | -6.9% | 533,539 | +2.5% | 18.87% | +7.8% |
| Q1 2022 | $41,055,000 | +1.8% | 520,403 | +4.3% | 17.50% | +0.4% |
| Q4 2021 | $40,347,000 | +9.6% | 499,154 | +0.7% | 17.44% | +0.8% |
| Q3 2021 | $36,800,000 | +0.3% | 495,694 | +2.2% | 17.31% | -1.5% |
| Q2 2021 | $36,672,000 | +7.4% | 484,948 | +3.6% | 17.56% | -2.7% |
| Q1 2021 | $34,141,000 | -1.5% | 468,192 | -13.4% | 18.05% | +2.2% |
| Q4 2020 | $34,660,000 | +16.5% | 540,373 | +0.4% | 17.67% | +3.1% |
| Q3 2020 | $29,761,000 | -3.5% | 538,175 | -9.7% | 17.14% | -28.1% |
| Q2 2020 | $30,834,000 | +17.6% | 595,835 | +2.2% | 23.82% | -4.3% |
| Q1 2020 | $26,219,000 | -6.2% | 582,913 | +20.8% | 24.90% | +10.4% |
| Q4 2019 | $27,957,000 | +21.8% | 482,689 | +17.3% | 22.56% | +10.4% |
| Q3 2019 | $22,960,000 | +15.6% | 411,622 | +11.2% | 20.44% | +10.3% |
| Q2 2019 | $19,856,000 | +57.0% | 370,301 | +53.0% | 18.53% | +71.5% |
| Q1 2019 | $12,650,000 | +119.8% | 241,958 | +97.5% | 10.81% | +89.6% |
| Q4 2018 | $5,754,000 | – | 122,514 | – | 5.70% | – |
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% |