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 | $811,216 | -13.5% | 11,464 | -11.2% | 0.22% | -7.1% |
| Q2 2023 | $937,839 | -23.0% | 12,914 | -22.5% | 0.24% | -24.0% |
| Q1 2023 | $1,218,724 | +0.8% | 16,658 | +4.1% | 0.31% | -1.3% |
| Q4 2022 | $1,208,892 | +10.8% | 16,003 | +8.2% | 0.32% | +5.7% |
| Q3 2022 | $1,091,000 | +15.3% | 14,788 | +12.0% | 0.30% | +11.9% |
| Q2 2022 | $946,000 | -18.7% | 13,205 | -10.4% | 0.27% | -16.0% |
| Q1 2022 | $1,163,000 | +419.2% | 14,739 | +339.6% | 0.32% | +219.0% |
| Q4 2020 | $224,000 | – | 3,353 | – | 0.10% | – |
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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% |