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 | $8,768,663 | +2.0% | 123,921 | +4.7% | 5.76% | +3.1% |
| Q2 2023 | $8,598,658 | +1.5% | 118,406 | +2.3% | 5.59% | +6.4% |
| Q1 2023 | $8,470,565 | +3.4% | 115,781 | +6.8% | 5.25% | -2.7% |
| Q4 2022 | $8,192,832 | +13.3% | 108,457 | -0.4% | 5.39% | +4.8% |
| Q3 2022 | $7,233,000 | -3.3% | 108,889 | +4.3% | 5.15% | -10.2% |
| Q2 2022 | $7,479,000 | -4.8% | 104,411 | +4.9% | 5.73% | +5.4% |
| Q1 2022 | $7,856,000 | +8.6% | 99,580 | +11.3% | 5.44% | +11.2% |
| Q4 2021 | $7,235,000 | +25.7% | 89,502 | +15.4% | 4.89% | -3.2% |
| Q3 2021 | $5,758,000 | +10.6% | 77,553 | +12.6% | 5.05% | -5.5% |
| Q2 2021 | $5,208,000 | – | 68,874 | – | 5.34% | – |
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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% |