SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,916,750 | -1.6% | 111,882 | +1.0% | 5.00% | -3.9% |
| Q2 2023 | $8,043,159 | -1.9% | 110,757 | -0.4% | 5.21% | -4.1% |
| Q1 2023 | $8,197,865 | +0.3% | 111,173 | +2.8% | 5.43% | +1.6% |
| Q4 2022 | $8,170,492 | +13.2% | 108,161 | -0.4% | 5.34% | +15.2% |
| Q3 2022 | $7,215,000 | -7.5% | 108,605 | -0.2% | 4.64% | -2.7% |
| Q2 2022 | $7,797,000 | +0.4% | 108,844 | +10.6% | 4.77% | +13.3% |
| Q1 2022 | $7,764,000 | +19.5% | 98,420 | +22.4% | 4.21% | +25.9% |
| Q4 2021 | $6,498,000 | +19.0% | 80,389 | +9.3% | 3.34% | +8.7% |
| Q3 2021 | $5,462,000 | +7.4% | 73,574 | +9.4% | 3.08% | +3.6% |
| Q2 2021 | $5,086,000 | +29.7% | 67,262 | +25.1% | 2.97% | +21.7% |
| Q1 2021 | $3,921,000 | +46.0% | 53,767 | +28.4% | 2.44% | +38.8% |
| Q4 2020 | $2,686,000 | +36.8% | 41,877 | +17.9% | 1.76% | +28.4% |
| Q3 2020 | $1,964,000 | +9.3% | 35,508 | +2.2% | 1.37% | +7.0% |
| Q2 2020 | $1,797,000 | +10.8% | 34,727 | -3.7% | 1.28% | +9.5% |
| Q1 2020 | $1,622,000 | -19.0% | 36,050 | +4.2% | 1.17% | -8.8% |
| Q4 2019 | $2,003,000 | – | 34,582 | – | 1.28% | – |
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% |