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 | $2,165,715 | +2.1% | 30,606 | +4.8% | 0.01% | 0.0% |
| Q2 2023 | $2,121,339 | +0.1% | 29,211 | +0.9% | 0.01% | 0.0% |
| Q1 2023 | $2,118,512 | -12.8% | 28,957 | -10.0% | 0.01% | -15.4% |
| Q4 2022 | $2,429,853 | +12.8% | 32,166 | -0.8% | 0.01% | 0.0% |
| Q3 2022 | $2,154,000 | -10.7% | 32,423 | -3.7% | 0.01% | 0.0% |
| Q2 2022 | $2,411,000 | -13.8% | 33,663 | -5.1% | 0.01% | -7.1% |
| Q1 2022 | $2,797,000 | -1.9% | 35,457 | +0.5% | 0.01% | +7.7% |
| Q4 2021 | $2,852,000 | +4.4% | 35,287 | -4.1% | 0.01% | 0.0% |
| Q3 2021 | $2,733,000 | +19.6% | 36,811 | +21.8% | 0.01% | +18.2% |
| Q2 2021 | $2,286,000 | +19.1% | 30,225 | +14.8% | 0.01% | +10.0% |
| Q1 2021 | $1,920,000 | +15.3% | 26,326 | +1.4% | 0.01% | +11.1% |
| Q4 2020 | $1,665,000 | +17.1% | 25,951 | +0.9% | 0.01% | 0.0% |
| Q3 2020 | $1,422,000 | +7.9% | 25,714 | +1.0% | 0.01% | 0.0% |
| Q2 2020 | $1,318,000 | +16.0% | 25,469 | +0.8% | 0.01% | -10.0% |
| Q1 2020 | $1,136,000 | -20.0% | 25,256 | +3.0% | 0.01% | +11.1% |
| Q4 2019 | $1,420,000 | +6.1% | 24,519 | +0.4% | 0.01% | -10.0% |
| Q3 2019 | $1,338,000 | +4.9% | 24,422 | +1.7% | 0.01% | +11.1% |
| Q2 2019 | $1,275,000 | +1.5% | 24,017 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $1,256,000 | +6.2% | 24,017 | -4.7% | 0.01% | -9.1% |
| Q4 2018 | $1,183,000 | -5.7% | 25,189 | +6.5% | 0.01% | +22.2% |
| Q3 2018 | $1,254,000 | +8.3% | 23,656 | +0.7% | 0.01% | 0.0% |
| Q2 2018 | $1,158,000 | +1.4% | 23,494 | +0.8% | 0.01% | -10.0% |
| Q1 2018 | $1,142,000 | -3.7% | 23,301 | +0.5% | 0.01% | 0.0% |
| Q4 2017 | $1,186,000 | +10.1% | 23,176 | +0.7% | 0.01% | +11.1% |
| Q3 2017 | $1,077,000 | +4.5% | 23,022 | +0.7% | 0.01% | 0.0% |
| Q2 2017 | $1,031,000 | +2.0% | 22,853 | +0.7% | 0.01% | 0.0% |
| Q1 2017 | $1,011,000 | +3.1% | 22,689 | +0.7% | 0.01% | 0.0% |
| Q4 2016 | $981,000 | +3.9% | 22,523 | +0.9% | 0.01% | 0.0% |
| Q3 2016 | $944,000 | +2.6% | 22,320 | +0.6% | 0.01% | 0.0% |
| Q2 2016 | $920,000 | +4.2% | 22,191 | +0.8% | 0.01% | 0.0% |
| Q1 2016 | $883,000 | +4.7% | 22,014 | +0.8% | 0.01% | +12.5% |
| Q4 2015 | $843,000 | – | 21,850 | – | 0.01% | – |
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% |