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 | $268,948 | +1.2% | 3,801 | +3.9% | 0.05% | 0.0% |
| Q2 2023 | $265,681 | -3.4% | 3,659 | -2.6% | 0.05% | -9.4% |
| Q1 2023 | $274,924 | +19.8% | 3,758 | +23.7% | 0.05% | +12.8% |
| Q4 2022 | $229,479 | +13.6% | 3,038 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $202,000 | -7.3% | 3,038 | 0.0% | 0.05% | -7.8% |
| Q2 2022 | $218,000 | -9.2% | 3,038 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $240,000 | -2.4% | 3,038 | 0.0% | 0.05% | -1.9% |
| Q4 2021 | $246,000 | +2.5% | 3,038 | -6.2% | 0.05% | -11.9% |
| Q3 2021 | $240,000 | +4.3% | 3,239 | +6.6% | 0.06% | -1.7% |
| Q2 2021 | $230,000 | +3.6% | 3,038 | 0.0% | 0.06% | -7.7% |
| Q1 2021 | $222,000 | – | 3,038 | – | 0.06% | – |
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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% |