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 | $4,879 | -67.6% | 68,951 | -66.7% | 0.35% | -6.4% |
| Q2 2023 | $15,041 | +59.2% | 207,367 | +60.6% | 0.38% | -19.5% |
| Q1 2023 | $9,445 | +32.0% | 129,107 | +36.4% | 0.47% | +18.3% |
| Q4 2022 | $7,153 | -99.9% | 94,686 | +12.2% | 0.39% | +16.9% |
| Q3 2022 | $5,607,000 | +23.8% | 84,407 | +33.5% | 0.34% | +37.6% |
| Q2 2022 | $4,528,000 | +96.3% | 63,214 | +116.2% | 0.24% | +104.2% |
| Q1 2022 | $2,307,000 | +82.4% | 29,241 | +86.8% | 0.12% | +93.5% |
| Q4 2021 | $1,265,000 | +20.7% | 15,654 | +10.9% | 0.06% | 0.0% |
| Q3 2021 | $1,048,000 | -3.9% | 14,121 | -2.0% | 0.06% | -7.5% |
| Q2 2021 | $1,090,000 | -1.4% | 14,416 | -4.9% | 0.07% | -20.2% |
| Q1 2021 | $1,106,000 | +46.5% | 15,165 | +28.9% | 0.08% | +33.3% |
| Q4 2020 | $755,000 | +113.3% | 11,765 | +83.8% | 0.06% | +28.6% |
| Q3 2020 | $354,000 | -7.6% | 6,401 | -13.4% | 0.05% | -18.3% |
| Q2 2020 | $383,000 | -19.0% | 7,392 | -29.7% | 0.06% | -33.3% |
| Q1 2020 | $473,000 | -5.6% | 10,516 | +21.4% | 0.09% | +5.9% |
| Q4 2019 | $501,000 | +13.3% | 8,660 | +7.4% | 0.08% | 0.0% |
| Q3 2019 | $442,000 | -16.9% | 8,067 | -19.5% | 0.08% | -24.1% |
| Q2 2019 | $532,000 | -11.6% | 10,025 | -13.0% | 0.11% | -28.7% |
| Q1 2019 | $602,000 | +16.2% | 11,529 | +4.6% | 0.16% | -9.8% |
| Q4 2018 | $518,000 | -2.1% | 11,018 | +10.4% | 0.17% | -10.8% |
| Q3 2018 | $529,000 | -15.8% | 9,981 | -21.6% | 0.20% | -27.8% |
| Q2 2018 | $628,000 | +56.2% | 12,738 | +55.7% | 0.27% | +35.0% |
| Q1 2018 | $402,000 | – | 8,183 | – | 0.20% | – |
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% |