SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $807,442 | -2.6% | 11,411 | 0.0% | 0.30% | -0.3% |
| Q2 2023 | $828,667 | -0.7% | 11,411 | 0.0% | 0.30% | -3.9% |
| Q1 2023 | $834,829 | +69180.4% | 11,411 | -28.5% | 0.31% | -45.5% |
| Q4 2022 | $1,205 | -99.9% | 15,955 | -2.0% | 0.57% | +14.0% |
| Q3 2022 | $1,082,000 | +9.0% | 16,284 | +5.2% | 0.50% | +13.3% |
| Q4 2020 | $993,000 | +7.5% | 15,481 | -7.4% | 0.44% | -4.5% |
| Q3 2020 | $924,000 | +9.7% | 16,717 | -10.7% | 0.46% | -23.1% |
| Q1 2020 | $842,000 | +6.2% | 18,720 | +34.4% | 0.60% | +28.4% |
| Q3 2019 | $793,000 | -15.7% | 13,924 | -20.3% | 0.47% | -21.6% |
| Q2 2019 | $941,000 | -5.2% | 17,476 | -17.3% | 0.60% | -20.5% |
| Q4 2018 | $993,000 | -2.1% | 21,140 | +10.5% | 0.75% | +16.8% |
| Q3 2018 | $1,014,000 | +7.5% | 19,129 | -0.0% | 0.64% | -2.9% |
| Q2 2018 | $943,000 | +99.8% | 19,137 | +94.0% | 0.66% | +90.5% |
| Q1 2018 | $472,000 | +15.1% | 9,864 | +23.0% | 0.35% | +13.0% |
| Q4 2017 | $410,000 | – | 8,019 | – | 0.31% | – |
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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% |