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 | $4,108,139 | +5.6% | 58,057 | +8.4% | 0.43% | +8.8% |
| Q2 2023 | $3,890,351 | +80.9% | 53,571 | -75.5% | 0.40% | +230.0% |
| Q1 2023 | $2,150,876 | -62.5% | 218,741 | +188.4% | 0.12% | -53.1% |
| Q4 2022 | $5,729,397 | +1050.5% | 75,846 | +912.4% | 0.26% | +782.8% |
| Q3 2022 | $498,000 | -8.6% | 7,492 | -0.8% | 0.03% | -39.6% |
| Q2 2022 | $545,000 | -57.5% | 7,554 | -53.5% | 0.05% | -33.3% |
| Q1 2022 | $1,281,000 | -93.0% | 16,236 | -92.8% | 0.07% | -95.3% |
| Q4 2021 | $18,245,000 | +146.6% | 225,720 | +122.5% | 1.54% | +160.6% |
| Q1 2021 | $7,398,000 | – | 101,451 | – | 0.59% | – |
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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% |