SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $959,789 | -4.0% | 13,564 | -1.5% | 0.26% | -6.2% |
| Q2 2023 | $999,760 | -0.7% | 13,767 | 0.0% | 0.28% | -7.4% |
| Q1 2023 | $1,007,194 | +96745.6% | 13,767 | 0.0% | 0.30% | -13.6% |
| Q4 2022 | $1,040 | -99.9% | 13,767 | 0.0% | 0.34% | -26.4% |
| Q2 2022 | $986,000 | -9.2% | 13,767 | 0.0% | 0.47% | +17.2% |
| Q1 2022 | $1,086,000 | -2.4% | 13,767 | 0.0% | 0.40% | -12.1% |
| Q4 2021 | $1,113,000 | +13.3% | 13,767 | +4.1% | 0.46% | +47.7% |
| Q3 2021 | $982,000 | -2.1% | 13,221 | 0.0% | 0.31% | -4.3% |
| Q2 2021 | $1,003,000 | -1.1% | 13,221 | 0.0% | 0.32% | -0.6% |
| Q1 2021 | $1,014,000 | – | 13,221 | – | 0.32% | – |
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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% |