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 | $1,491,297 | -2.1% | 21,075 | +0.4% | 1.07% | +0.9% |
| Q2 2023 | $1,523,667 | +7.9% | 20,981 | +8.7% | 1.06% | +3.8% |
| Q1 2023 | $1,412,111 | +5.0% | 19,302 | +8.4% | 1.02% | +1.1% |
| Q4 2022 | $1,345,166 | +1.7% | 17,807 | -10.6% | 1.01% | -7.8% |
| Q3 2022 | $1,323,000 | +5.3% | 19,910 | +13.5% | 1.09% | -5.4% |
| Q2 2022 | $1,257,000 | -66.8% | 17,547 | -63.4% | 1.16% | +35.6% |
| Q1 2022 | $3,783,000 | +56.8% | 47,955 | +60.7% | 0.85% | +26.4% |
| Q4 2021 | $2,413,000 | +11.1% | 29,850 | +2.1% | 0.67% | -2.0% |
| Q3 2021 | $2,172,000 | +101.3% | 29,250 | +104.9% | 0.69% | -14.0% |
| Q2 2021 | $1,079,000 | +21.1% | 14,272 | +16.8% | 0.80% | +9.6% |
| Q1 2021 | $891,000 | +30.1% | 12,214 | +14.3% | 0.73% | +20.3% |
| Q4 2020 | $685,000 | – | 10,687 | – | 0.61% | – |
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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% |