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 | $950,676 | -36.1% | 13,824 | -30.7% | 0.10% | -36.0% |
| Q2 2023 | $1,486,626 | -28.7% | 19,944 | -30.0% | 0.16% | -26.1% |
| Q1 2023 | $2,085,060 | -8.0% | 28,500 | -5.0% | 0.22% | -16.9% |
| Q4 2022 | $2,265,294 | -1.9% | 29,988 | -4.1% | 0.27% | -5.0% |
| Q3 2022 | $2,309,000 | +1.9% | 31,255 | +2.7% | 0.28% | +3.7% |
| Q2 2022 | $2,265,000 | -3.6% | 30,427 | +2.2% | 0.27% | -0.7% |
| Q1 2022 | $2,350,000 | +121.1% | 29,786 | +117.6% | 0.27% | +102.2% |
| Q4 2021 | $1,063,000 | – | 13,687 | – | 0.14% | – |
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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% |