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 | $4,587,046 | -1.6% | 64,825 | +1.0% | 0.17% | +1.8% |
| Q2 2023 | $4,661,145 | -4.3% | 64,185 | -3.6% | 0.17% | -11.1% |
| Q1 2023 | $4,869,779 | -5.9% | 66,563 | -2.8% | 0.19% | -8.7% |
| Q4 2022 | $5,172,632 | +10.9% | 68,475 | -2.5% | 0.21% | +2.5% |
| Q3 2022 | $4,665,000 | -8.5% | 70,230 | -1.3% | 0.20% | -7.7% |
| Q2 2022 | $5,097,000 | +67.3% | 71,157 | +84.3% | 0.22% | +89.7% |
| Q1 2022 | $3,046,000 | – | 38,614 | – | 0.12% | – |
Download | ||||||
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% |