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 | $676,057 | -3.8% | 9,554 | -1.3% | 0.38% | -4.1% |
| Q2 2023 | $703,094 | -2.7% | 9,682 | -2.0% | 0.39% | -9.3% |
| Q1 2023 | $722,650 | -2.2% | 9,878 | +1.0% | 0.43% | -9.4% |
| Q4 2022 | $738,992 | +45.2% | 9,783 | +27.6% | 0.48% | +33.6% |
| Q3 2022 | $509,000 | -6.6% | 7,669 | +0.9% | 0.36% | -8.0% |
| Q2 2022 | $545,000 | +7.5% | 7,601 | +18.3% | 0.39% | +9.3% |
| Q1 2022 | $507,000 | -1.7% | 6,425 | +0.6% | 0.36% | +0.6% |
| Q4 2021 | $516,000 | +5.1% | 6,384 | -3.5% | 0.35% | +99.4% |
| Q3 2021 | $491,000 | -7.5% | 6,618 | -6.2% | 0.18% | -18.8% |
| Q2 2021 | $531,000 | +45.1% | 7,056 | +40.7% | 0.22% | +8.5% |
| Q1 2021 | $366,000 | +16.2% | 5,014 | +2.2% | 0.20% | 0.0% |
| Q4 2020 | $315,000 | – | 4,906 | – | 0.20% | – |
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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% |