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 | $11,590,580 | -23.8% | 163,801 | -21.8% | 2.46% | -24.8% |
| Q2 2023 | $15,206,557 | +24.1% | 209,399 | +25.0% | 3.28% | -5.8% |
| Q1 2023 | $12,256,998 | -8.0% | 167,537 | -5.0% | 3.48% | -13.2% |
| Q4 2022 | $13,322,334 | +31.5% | 176,361 | +15.6% | 4.01% | +24.6% |
| Q3 2022 | $10,133,000 | +11.9% | 152,534 | +20.7% | 3.22% | +29.3% |
| Q2 2022 | $9,054,000 | +247.0% | 126,393 | +282.2% | 2.49% | +268.3% |
| Q1 2022 | $2,609,000 | +23.3% | 33,071 | +26.3% | 0.68% | +30.3% |
| Q4 2021 | $2,116,000 | +37.1% | 26,183 | +26.0% | 0.52% | -18.0% |
| Q3 2021 | $1,543,000 | +10.3% | 20,785 | +12.3% | 0.63% | +57.6% |
| Q2 2021 | $1,399,000 | +36.4% | 18,503 | +31.5% | 0.40% | +15.9% |
| Q1 2021 | $1,026,000 | +12725.0% | 14,072 | +10980.3% | 0.35% | +5666.7% |
| Q4 2020 | $8,000 | – | 127 | – | 0.01% | – |
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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% |