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 | $1,463,246 | +3.2% | 20,679 | +5.9% | 1.93% | +16.4% |
| Q2 2023 | $1,417,833 | +113873.7% | 19,524 | +14.8% | 1.66% | +6.2% |
| Q1 2023 | $1,244 | -11.8% | 17,009 | -9.0% | 1.56% | -19.3% |
| Q4 2022 | $1,411 | -99.9% | 18,684 | +25.4% | 1.94% | +36.8% |
| Q3 2022 | $989,000 | +3.3% | 14,894 | +11.5% | 1.42% | +7.1% |
| Q2 2022 | $957,000 | +45.2% | 13,359 | +59.8% | 1.32% | +85.4% |
| Q1 2022 | $659,000 | – | 8,358 | – | 0.71% | – |
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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% |