SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $84,710,476 | +6.0% | 1,197,152 | +8.7% | 1.55% | +9.9% |
| Q2 2023 | $79,945,760 | +11.0% | 1,100,878 | +11.8% | 1.41% | +5.5% |
| Q1 2023 | $72,052,358 | +165.0% | 984,860 | +173.6% | 1.34% | +152.6% |
| Q4 2022 | $27,189,112 | +17.6% | 359,930 | +3.4% | 0.53% | +5.8% |
| Q3 2022 | $23,122,000 | +1.1% | 348,075 | +9.0% | 0.50% | +3.7% |
| Q2 2022 | $22,880,000 | +16.0% | 319,417 | +27.7% | 0.48% | +36.2% |
| Q1 2022 | $19,731,000 | +41.3% | 250,112 | +44.8% | 0.35% | +53.9% |
| Q4 2021 | $13,964,000 | +19.3% | 172,759 | +9.6% | 0.23% | +10.6% |
| Q3 2021 | $11,704,000 | +18.0% | 157,648 | +20.2% | 0.21% | +8.3% |
| Q2 2021 | $9,919,000 | +22.1% | 131,180 | +17.7% | 0.19% | +16.4% |
| Q1 2021 | $8,125,000 | +171.3% | 111,423 | +138.6% | 0.16% | +166.1% |
| Q4 2020 | $2,995,000 | +1273.9% | 46,689 | +1084.7% | 0.06% | +1140.0% |
| Q3 2020 | $218,000 | – | 3,941 | – | 0.01% | – |
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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% |