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 | $12,543,811 | -2.3% | 177,273 | +0.3% | 3.68% | +1.8% |
| Q2 2023 | $12,837,882 | -1.7% | 176,782 | -0.9% | 3.62% | -3.2% |
| Q1 2023 | $13,056,399 | +95663.5% | 178,464 | -1.1% | 3.74% | -1.3% |
| Q4 2022 | $13,634 | -99.9% | 180,484 | -5.1% | 3.78% | -37.2% |
| Q3 2022 | $12,635,000 | -6.9% | 190,198 | +0.4% | 6.03% | +5.1% |
| Q2 2022 | $13,571,000 | -9.1% | 189,467 | +0.1% | 5.74% | -8.0% |
| Q1 2022 | $14,925,000 | +10.3% | 189,188 | +13.0% | 6.23% | +13.5% |
| Q4 2021 | $13,529,000 | +6.5% | 167,377 | -2.2% | 5.49% | -3.8% |
| Q3 2021 | $12,702,000 | +3.8% | 171,090 | +2.0% | 5.71% | -12.8% |
| Q1 2021 | $12,237,000 | +14.5% | 167,814 | +0.7% | 6.54% | +10.5% |
| Q4 2020 | $10,685,000 | +16.6% | 166,584 | +0.5% | 5.92% | +4.1% |
| Q3 2020 | $9,162,000 | +3.7% | 165,680 | -3.0% | 5.69% | -1.2% |
| Q2 2020 | $8,835,000 | +16.7% | 170,733 | +1.4% | 5.76% | -5.2% |
| Q1 2020 | $7,570,000 | +2.4% | 168,296 | +31.8% | 6.07% | +43.5% |
| Q4 2019 | $7,396,000 | +0.6% | 127,687 | -4.9% | 4.23% | -2.5% |
| Q3 2019 | $7,354,000 | -3.1% | 134,244 | -6.1% | 4.34% | +0.3% |
| Q2 2019 | $7,586,000 | -3.3% | 142,940 | -4.7% | 4.33% | -2.5% |
| Q1 2019 | $7,842,000 | – | 150,007 | – | 4.44% | – |
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% |