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 | $2,970,011 | -1.8% | 41,973 | +0.8% | 3.29% | +3.4% |
| Q2 2023 | $3,024,416 | -17.7% | 41,647 | -16.7% | 3.18% | -21.4% |
| Q1 2023 | $3,676,607 | +135.3% | 49,981 | +141.6% | 4.05% | +127.8% |
| Q4 2022 | $1,562,452 | +56.2% | 20,684 | +48.2% | 1.78% | +54.4% |
| Q3 2022 | $1,000,000 | -7.9% | 13,954 | +1.4% | 1.15% | +8.7% |
| Q2 2022 | $1,086,000 | 0.0% | 13,767 | 0.0% | 1.06% | +17.8% |
| Q1 2022 | $1,086,000 | +5.7% | 13,767 | +8.3% | 0.90% | +9.6% |
| Q4 2021 | $1,027,000 | +16.8% | 12,709 | +9.3% | 0.82% | -9.2% |
| Q3 2021 | $879,000 | 0.0% | 11,630 | 0.0% | 0.90% | 0.0% |
| Q2 2021 | $879,000 | +6.3% | 11,630 | +2.6% | 0.90% | -4.9% |
| Q1 2021 | $827,000 | +26.6% | 11,340 | +11.3% | 0.95% | +26.1% |
| Q4 2020 | $653,000 | – | 10,188 | – | 0.75% | – |
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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% |