SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,745,851 | +4.4% | 165,996 | +7.2% | 10.31% | +14.5% |
Q2 2023 | $11,247,621 | +4.5% | 154,883 | +5.3% | 9.01% | -3.5% |
Q1 2023 | $10,763,839 | -6.6% | 147,127 | -3.6% | 9.34% | -10.6% |
Q4 2022 | $11,523,978 | -3.5% | 152,555 | -15.2% | 10.44% | -18.5% |
Q3 2022 | $11,945,000 | -5.7% | 179,819 | +1.7% | 12.82% | -5.7% |
Q2 2022 | $12,665,000 | -9.4% | 176,810 | -0.3% | 13.60% | +12.2% |
Q1 2022 | $13,984,000 | -1.3% | 177,258 | +1.1% | 12.12% | -0.4% |
Q4 2021 | $14,173,000 | – | 175,349 | – | 12.16% | – |
Download |
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% |