SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,746,644 | -3.0% | 39,015 | +0.7% | 0.71% | +0.6% |
| Q2 2023 | $2,830,315 | +15.2% | 38,745 | +16.3% | 0.70% | +9.0% |
| Q1 2023 | $2,457,582 | -5.9% | 33,314 | -2.5% | 0.64% | -8.5% |
| Q4 2022 | $2,612,305 | +20.4% | 34,157 | +10.0% | 0.70% | +5.7% |
| Q3 2022 | $2,170,000 | +3.2% | 31,061 | +10.0% | 0.67% | +9.5% |
| Q2 2022 | $2,103,000 | -3.6% | 28,232 | +2.0% | 0.61% | +5.2% |
| Q1 2022 | $2,181,000 | +4.4% | 27,671 | +8.1% | 0.58% | +5.7% |
| Q4 2021 | $2,090,000 | +9.5% | 25,597 | +3.3% | 0.55% | +4.4% |
| Q3 2021 | $1,909,000 | +15.0% | 24,788 | +12.4% | 0.52% | +10.5% |
| Q2 2021 | $1,660,000 | +47.4% | 22,063 | +45.5% | 0.48% | +29.8% |
| Q1 2021 | $1,126,000 | +32.2% | 15,168 | +19.7% | 0.37% | +26.2% |
| Q4 2020 | $852,000 | +79.4% | 12,671 | +55.8% | 0.29% | +37.4% |
| Q4 2019 | $475,000 | +2.6% | 8,131 | 0.0% | 0.21% | -6.6% |
| Q3 2019 | $463,000 | – | 8,131 | – | 0.23% | – |
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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% |