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 | $1,315,428 | -0.7% | 18,590 | +1.9% | 1.24% | +4.6% |
| Q2 2023 | $1,324,226 | +3.5% | 18,235 | +4.2% | 1.18% | +2.9% |
| Q1 2023 | $1,279,934 | -3.3% | 17,495 | -0.2% | 1.15% | -4.1% |
| Q4 2022 | $1,323,839 | +13.7% | 17,525 | 0.0% | 1.20% | +5.4% |
| Q3 2022 | $1,164,000 | -4.7% | 17,525 | +2.8% | 1.14% | +2.7% |
| Q2 2022 | $1,221,000 | -7.1% | 17,050 | +2.2% | 1.11% | +10.3% |
| Q1 2022 | $1,315,000 | +12.9% | 16,675 | +15.7% | 1.01% | +17.7% |
| Q4 2021 | $1,165,000 | +12.9% | 14,415 | +3.7% | 0.86% | +5.3% |
| Q3 2021 | $1,032,000 | -4.4% | 13,905 | -2.6% | 0.81% | -1.9% |
| Q2 2021 | $1,080,000 | +3.7% | 14,280 | 0.0% | 0.83% | -3.5% |
| Q1 2021 | $1,041,000 | +207.1% | 14,280 | +170.5% | 0.86% | +162.4% |
| Q4 2020 | $339,000 | – | 5,280 | – | 0.33% | – |
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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% |