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 | $1,054,252 | -2.5% | 14,899 | +0.0% | 0.68% | +0.1% |
| Q2 2023 | $1,081,426 | -0.7% | 14,892 | +0.1% | 0.68% | 0.0% |
| Q1 2023 | $1,088,928 | -3.1% | 14,884 | +0.0% | 0.68% | -4.1% |
| Q4 2022 | $1,123,855 | +13.8% | 14,878 | +0.0% | 0.70% | +2.6% |
| Q3 2022 | $988,000 | -7.2% | 14,871 | +0.1% | 0.69% | -0.4% |
| Q2 2022 | $1,065,000 | -9.1% | 14,863 | +0.0% | 0.69% | +9.7% |
| Q1 2022 | $1,172,000 | -9.1% | 14,856 | -6.9% | 0.63% | -8.4% |
| Q4 2021 | $1,290,000 | +10.6% | 15,961 | +1.6% | 0.69% | +1.8% |
| Q3 2021 | $1,166,000 | -0.3% | 15,710 | +1.6% | 0.68% | +3.4% |
| Q2 2021 | $1,169,000 | +12.1% | 15,465 | +8.1% | 0.65% | +7.4% |
| Q1 2021 | $1,043,000 | +13.7% | 14,300 | 0.0% | 0.61% | -0.5% |
| Q4 2020 | $917,000 | +15.9% | 14,300 | 0.0% | 0.61% | +5.7% |
| Q3 2020 | $791,000 | +6.9% | 14,300 | 0.0% | 0.58% | +5.9% |
| Q2 2020 | $740,000 | +15.1% | 14,300 | 0.0% | 0.55% | -3.9% |
| Q1 2020 | $643,000 | -22.3% | 14,300 | 0.0% | 0.57% | +3.1% |
| Q4 2019 | $828,000 | +11.4% | 14,300 | +5.4% | 0.55% | +4.6% |
| Q3 2019 | $743,000 | +5.7% | 13,570 | +2.4% | 0.53% | +5.2% |
| Q2 2019 | $703,000 | +3.4% | 13,255 | +1.9% | 0.50% | +7.3% |
| Q1 2019 | $680,000 | +10.2% | 13,009 | -1.0% | 0.47% | -0.8% |
| Q4 2018 | $617,000 | -12.4% | 13,136 | -1.1% | 0.47% | -5.2% |
| Q3 2018 | $704,000 | +51.1% | 13,280 | +40.5% | 0.50% | +42.8% |
| Q2 2018 | $466,000 | -6.4% | 9,450 | -6.9% | 0.35% | -10.1% |
| Q1 2018 | $498,000 | -4.0% | 10,148 | +0.0% | 0.39% | +0.3% |
| Q4 2017 | $519,000 | – | 10,145 | – | 0.39% | – |
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% |