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 | $1,397,088 | -6.4% | 19,744 | -4.0% | 1.41% | -13.3% |
| Q2 2023 | $1,493,318 | -35.8% | 20,563 | -35.3% | 1.62% | -40.2% |
| Q1 2023 | $2,326,287 | +3.5% | 31,797 | +6.9% | 2.72% | +10.3% |
| Q4 2022 | $2,246,862 | -8.5% | 29,744 | -19.6% | 2.46% | -2.1% |
| Q3 2022 | $2,456,000 | -14.5% | 36,975 | -7.8% | 2.52% | -0.7% |
| Q2 2022 | $2,872,000 | +2.4% | 40,097 | +12.8% | 2.54% | +20.3% |
| Q1 2022 | $2,804,000 | +2.3% | 35,549 | +4.8% | 2.11% | +5.9% |
| Q4 2021 | $2,742,000 | +10.6% | 33,926 | +1.6% | 1.99% | -0.9% |
| Q3 2021 | $2,480,000 | +7.2% | 33,401 | +9.2% | 2.01% | +7.1% |
| Q2 2021 | $2,313,000 | +3.2% | 30,585 | -0.5% | 1.88% | -26.5% |
| Q1 2021 | $2,241,000 | +3.2% | 30,726 | -9.2% | 2.55% | +0.9% |
| Q4 2020 | $2,171,000 | +11.0% | 33,841 | -4.3% | 2.53% | +3.1% |
| Q3 2020 | $1,956,000 | -2.4% | 35,376 | +0.6% | 2.45% | -2.5% |
| Q2 2020 | $2,004,000 | +16.0% | 35,176 | -8.4% | 2.51% | +16.7% |
| Q1 2020 | $1,727,000 | -29.0% | 38,402 | -8.6% | 2.15% | -16.7% |
| Q4 2019 | $2,434,000 | – | 42,017 | – | 2.58% | – |
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% |