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 | $292,011 | -4.0% | 4,127 | -1.5% | 0.27% | +2.7% |
| Q2 2023 | $304,192 | +161.5% | 4,189 | +163.5% | 0.26% | +117.5% |
| Q1 2023 | $116,314 | +31.0% | 1,590 | +35.3% | 0.12% | +50.0% |
| Q4 2022 | $88,759 | +0.9% | 1,175 | -11.3% | 0.08% | -3.6% |
| Q3 2022 | $88,000 | -7.4% | 1,324 | +0.2% | 0.08% | +1.2% |
| Q2 2022 | $95,000 | -10.4% | 1,322 | -1.9% | 0.08% | +12.3% |
| Q1 2022 | $106,000 | -28.4% | 1,347 | -26.6% | 0.07% | -18.9% |
| Q4 2021 | $148,000 | +16.5% | 1,836 | +7.4% | 0.09% | +11.1% |
| Q3 2021 | $127,000 | +54.9% | 1,709 | +57.8% | 0.08% | +50.0% |
| Q2 2021 | $82,000 | +13.9% | 1,083 | +10.3% | 0.05% | +8.0% |
| Q1 2021 | $72,000 | +350.0% | 982 | +292.8% | 0.05% | +316.7% |
| Q4 2020 | $16,000 | +166.7% | 250 | +150.0% | 0.01% | +140.0% |
| Q3 2020 | $6,000 | – | 100 | – | 0.01% | – |
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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% |