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 | $6,422,446 | +1.2% | 90,764 | +3.9% | 0.24% | +4.3% |
| Q2 2023 | $6,346,589 | +9.2% | 87,395 | +10.0% | 0.23% | +3.5% |
| Q1 2023 | $5,814,379 | +160918.5% | 79,475 | +66.2% | 0.23% | +11.3% |
| Q4 2022 | $3,611 | -99.8% | 47,808 | +38.4% | 0.20% | +46.0% |
| Q3 2022 | $2,295,000 | +0.9% | 34,545 | +8.8% | 0.14% | +47.9% |
| Q2 2022 | $2,275,000 | +9.1% | 31,764 | +20.1% | 0.09% | +67.9% |
| Q1 2022 | $2,086,000 | -69.9% | 26,437 | -69.2% | 0.06% | -63.6% |
| Q4 2021 | $6,936,000 | +561.8% | 85,807 | +507.7% | 0.15% | +450.0% |
| Q3 2021 | $1,048,000 | -6.3% | 14,120 | -4.5% | 0.03% | -6.7% |
| Q2 2021 | $1,118,000 | -79.5% | 14,787 | -80.1% | 0.03% | -79.3% |
| Q1 2021 | $5,465,000 | – | 74,360 | – | 0.14% | – |
Download | ||||||
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% |