SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,551,345 | +18.5% | 64,321 | +21.6% | 0.03% | +21.4% |
| Q2 2023 | $3,840,486 | +2.8% | 52,885 | +3.6% | 0.03% | -3.4% |
| Q1 2023 | $3,735,278 | +1.0% | 51,056 | +4.3% | 0.03% | -3.3% |
| Q4 2022 | $3,697,000 | +33.5% | 48,945 | +17.4% | 0.03% | +25.0% |
| Q3 2022 | $2,770,000 | +13.1% | 41,704 | +22.0% | 0.02% | +20.0% |
| Q2 2022 | $2,449,000 | +15.2% | 34,183 | +26.9% | 0.02% | +33.3% |
| Q1 2022 | $2,125,000 | +34.6% | 26,940 | +37.9% | 0.02% | +50.0% |
| Q4 2021 | $1,579,000 | +259.7% | 19,531 | +230.1% | 0.01% | +233.3% |
| Q3 2021 | $439,000 | +14.9% | 5,917 | +17.0% | 0.00% | 0.0% |
| Q2 2021 | $382,000 | +3.5% | 5,056 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $369,000 | – | 5,056 | – | 0.00% | – |
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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% |