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 | $13,303,320 | +0.0% | 188,006 | +2.7% | 3.57% | +13.1% |
| Q2 2023 | $13,300,011 | -5.8% | 183,145 | -5.1% | 3.16% | -6.0% |
| Q1 2023 | $14,114,156 | +4.3% | 192,922 | +7.7% | 3.36% | +0.4% |
| Q4 2022 | $13,532,954 | +23.3% | 179,150 | +8.4% | 3.34% | +11.3% |
| Q3 2022 | $10,976,000 | -5.7% | 165,228 | +1.7% | 3.00% | -1.3% |
| Q2 2022 | $11,641,000 | -7.3% | 162,521 | +2.1% | 3.04% | +14.4% |
| Q1 2022 | $12,560,000 | -6.5% | 159,205 | -4.2% | 2.66% | -11.4% |
| Q4 2021 | $13,429,000 | +15.2% | 166,142 | +5.8% | 3.00% | +14.9% |
| Q3 2021 | $11,658,000 | -38.0% | 157,027 | -48.0% | 2.61% | -3.4% |
| Q2 2021 | $18,800,000 | +72.1% | 301,989 | +101.5% | 2.71% | -0.1% |
| Q1 2021 | $10,927,000 | +11.6% | 149,848 | -1.8% | 2.71% | +1.6% |
| Q4 2020 | $9,791,000 | +7925.4% | 152,645 | -1.9% | 2.67% | +6918.4% |
| Q3 2020 | $122,000 | -98.5% | 155,640 | +2.3% | 0.04% | -98.6% |
| Q2 2020 | $7,873,000 | +2149.4% | 152,141 | +6.9% | 2.70% | +1086.0% |
| Q1 2020 | $350,000 | -96.3% | 142,333 | -12.1% | 0.23% | -93.5% |
| Q4 2019 | $9,383,000 | +6.4% | 162,007 | +0.6% | 3.49% | -1.7% |
| Q3 2019 | $8,819,000 | +3.3% | 160,998 | +0.1% | 3.55% | +0.8% |
| Q2 2019 | $8,540,000 | +5.7% | 160,911 | +4.1% | 3.53% | +4.9% |
| Q1 2019 | $8,079,000 | +23.0% | 154,532 | +10.5% | 3.36% | +11.1% |
| Q4 2018 | $6,566,000 | – | 139,794 | – | 3.02% | – |
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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% |