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 | $1,853,912 | -13.8% | 26,200 | -11.5% | 0.51% | -15.7% |
| Q2 2023 | $2,151,004 | +59.3% | 29,620 | +60.5% | 0.61% | +40.2% |
| Q1 2023 | $1,350,314 | +2.3% | 18,457 | +5.7% | 0.44% | -9.2% |
| Q4 2022 | $1,319,457 | +8.9% | 17,467 | -4.3% | 0.48% | -1.2% |
| Q3 2022 | $1,212,000 | -9.2% | 18,247 | -2.1% | 0.48% | -9.2% |
| Q2 2022 | $1,335,000 | -22.1% | 18,632 | -14.2% | 0.53% | -4.3% |
| Q1 2022 | $1,714,000 | -0.9% | 21,724 | +1.5% | 0.56% | +3.7% |
| Q4 2021 | $1,730,000 | +9.6% | 21,399 | +0.7% | 0.54% | -3.6% |
| Q3 2021 | $1,578,000 | -7.9% | 21,258 | -6.2% | 0.56% | -12.0% |
| Q2 2021 | $1,713,000 | +4.4% | 22,653 | +0.7% | 0.63% | -0.9% |
| Q1 2021 | $1,641,000 | +6.6% | 22,503 | -6.2% | 0.64% | -13.7% |
| Q4 2020 | $1,539,000 | +10.6% | 23,989 | -4.7% | 0.74% | +11.6% |
| Q3 2020 | $1,392,000 | -1.8% | 25,164 | -8.1% | 0.66% | -7.9% |
| Q2 2020 | $1,417,000 | +19.6% | 27,375 | +3.9% | 0.72% | -19.1% |
| Q1 2020 | $1,185,000 | -19.2% | 26,341 | +4.0% | 0.89% | -0.8% |
| Q4 2019 | $1,467,000 | +1.7% | 25,335 | -3.8% | 0.90% | -5.6% |
| Q3 2019 | $1,443,000 | +7.5% | 26,344 | +4.2% | 0.95% | +3.8% |
| Q2 2019 | $1,342,000 | -6.7% | 25,288 | -8.1% | 0.92% | -12.8% |
| Q1 2019 | $1,439,000 | – | 27,529 | – | 1.05% | – |
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% |