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 | $5,196,968 | +15.2% | 73,445 | +18.2% | 0.00% | 0.0% |
| Q2 2023 | $4,510,719 | -3.4% | 62,114 | -2.7% | 0.00% | 0.0% |
| Q1 2023 | $4,669,510 | +0.8% | 63,826 | +4.1% | 0.00% | 0.0% |
| Q4 2022 | $4,630,753 | +21.2% | 61,302 | +6.6% | 0.00% | 0.0% |
| Q3 2022 | $3,821,000 | -9.5% | 57,520 | -2.5% | 0.00% | 0.0% |
| Q2 2022 | $4,224,000 | +1.1% | 58,974 | +11.3% | 0.00% | 0.0% |
| Q1 2022 | $4,180,000 | +8.4% | 52,994 | +11.1% | 0.00% | 0.0% |
| Q4 2021 | $3,855,000 | +19.1% | 47,692 | +9.4% | 0.00% | 0.0% |
| Q3 2021 | $3,238,000 | -3.1% | 43,614 | -1.3% | 0.00% | 0.0% |
| Q2 2021 | $3,340,000 | +115.8% | 44,179 | +108.1% | 0.00% | – |
| Q1 2021 | $1,548,000 | -3.6% | 21,227 | -15.2% | 0.00% | – |
| Q4 2020 | $1,605,000 | +32.8% | 25,024 | +14.4% | 0.00% | – |
| Q3 2020 | $1,209,000 | +123.1% | 21,868 | +108.9% | 0.00% | – |
| Q2 2020 | $542,000 | +12.7% | 10,466 | -2.2% | 0.00% | – |
| Q1 2020 | $481,000 | +4.8% | 10,697 | +35.0% | 0.00% | – |
| Q4 2019 | $459,000 | – | 7,921 | – | 0.00% | – |
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% |