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 | $2,082,484 | -3.3% | 29,430 | -0.8% | 2.58% | -11.1% |
| Q2 2023 | $2,154,516 | -8.2% | 29,668 | -7.5% | 2.90% | -13.8% |
| Q1 2023 | $2,347,354 | -5.1% | 32,085 | -2.0% | 3.37% | -11.9% |
| Q4 2022 | $2,474,278 | +4.5% | 32,755 | +3.0% | 3.82% | +7.9% |
| Q2 2022 | $2,367,000 | -5.9% | 31,799 | -0.3% | 3.54% | +4.2% |
| Q1 2022 | $2,516,000 | -1.8% | 31,899 | +0.6% | 3.40% | +2.8% |
| Q4 2021 | $2,563,000 | +7.6% | 31,705 | -1.2% | 3.30% | -0.4% |
| Q3 2021 | $2,382,000 | +2.7% | 32,087 | +4.6% | 3.32% | +1.1% |
| Q2 2021 | $2,320,000 | +2.9% | 30,677 | -0.8% | 3.28% | -7.1% |
| Q1 2021 | $2,255,000 | – | 30,918 | – | 3.53% | – |
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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% |