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 | $1,760,129 | -73.4% | 24,875 | -72.7% | 0.84% | -72.6% |
| Q2 2023 | $6,616,519 | -6.3% | 91,112 | -5.6% | 3.08% | -16.6% |
| Q1 2023 | $7,062,020 | +3.5% | 96,528 | +6.9% | 3.69% | -6.3% |
| Q4 2022 | $6,820,733 | +20.0% | 90,293 | +5.5% | 3.94% | +11.2% |
| Q3 2022 | $5,684,000 | +427.3% | 85,569 | +468.4% | 3.54% | +378.9% |
| Q2 2022 | $1,078,000 | +311.5% | 15,055 | +353.3% | 0.74% | +376.8% |
| Q1 2022 | $262,000 | -10.9% | 3,321 | -8.8% | 0.16% | -6.1% |
| Q4 2021 | $294,000 | – | 3,642 | – | 0.16% | – |
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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% |