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 | $2,324,830 | -4.9% | 32,855 | -2.4% | 0.66% | -7.6% |
Q2 2023 | $2,444,327 | +322.4% | 33,659 | +325.5% | 0.71% | +327.5% |
Q1 2023 | $578,706 | +2314724.0% | 7,910 | +2275.4% | 0.17% | +1987.5% |
Q4 2022 | $25 | -99.9% | 333 | +25.7% | 0.01% | +33.3% |
Q3 2022 | $18,000 | -5.3% | 265 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $19,000 | -9.5% | 265 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $21,000 | 0.0% | 265 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $21,000 | +5.0% | 265 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $20,000 | -72.6% | 265 | -72.5% | 0.01% | -72.7% |
Q2 2021 | $73,000 | – | 965 | – | 0.02% | – |
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% |