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 | $546,479 | -48.3% | 7,723 | -47.0% | 0.11% | -47.6% |
| Q2 2023 | $1,057,202 | -5.0% | 14,558 | -4.3% | 0.21% | -8.2% |
| Q1 2023 | $1,112,837 | +234.7% | 15,211 | +245.6% | 0.23% | +216.4% |
| Q4 2022 | $332,452 | +39.7% | 4,401 | +32.3% | 0.07% | +35.2% |
| Q2 2022 | $238,000 | -9.2% | 3,326 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $262,000 | -2.6% | 3,326 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $269,000 | +8.9% | 3,326 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $247,000 | -2.0% | 3,326 | 0.0% | 0.05% | -5.3% |
| Q2 2021 | $252,000 | +3.7% | 3,326 | 0.0% | 0.06% | -1.7% |
| Q1 2021 | $243,000 | +14.1% | 3,326 | 0.0% | 0.06% | +7.4% |
| Q4 2020 | $213,000 | -30.4% | 3,326 | -51.2% | 0.05% | -52.6% |
| Q1 2020 | $306,000 | – | 6,819 | – | 0.11% | – |
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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% |