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 | $478,927 | +0.5% | 6,768 | +3.2% | 0.06% | +1.6% |
| Q2 2023 | $476,365 | -7.9% | 6,560 | -7.2% | 0.06% | -14.1% |
| Q1 2023 | $517,323 | +8.5% | 7,071 | +12.0% | 0.07% | -6.6% |
| Q4 2022 | $476,941 | +37.1% | 6,314 | +20.5% | 0.08% | +20.6% |
| Q3 2022 | $348,000 | +22.1% | 5,241 | +31.5% | 0.06% | +21.2% |
| Q2 2022 | $285,000 | -8.7% | 3,985 | +0.9% | 0.05% | -5.5% |
| Q1 2022 | $312,000 | +4.0% | 3,949 | +6.5% | 0.06% | -3.5% |
| Q4 2021 | $300,000 | +19.5% | 3,708 | +9.6% | 0.06% | -1.7% |
| Q3 2021 | $251,000 | -0.4% | 3,384 | +1.5% | 0.06% | -4.9% |
| Q2 2021 | $252,000 | +16.7% | 3,333 | +12.7% | 0.06% | -3.2% |
| Q1 2021 | $216,000 | +14.9% | 2,957 | +0.7% | 0.06% | -3.1% |
| Q4 2020 | $188,000 | +16.8% | 2,936 | +0.9% | 0.06% | -1.5% |
| Q3 2020 | $161,000 | -8.0% | 2,909 | -13.8% | 0.07% | -16.5% |
| Q2 2020 | $175,000 | – | 3,374 | – | 0.08% | – |
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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% |