SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $876,189 | -3.1% | 12,383 | -0.6% | 0.67% | +0.8% |
| Q2 2023 | $904,256 | +0.9% | 12,452 | +1.7% | 0.66% | -2.8% |
| Q1 2023 | $895,934 | -2.7% | 12,246 | +0.4% | 0.68% | -6.5% |
| Q4 2022 | $921,032 | +15.4% | 12,193 | +1.5% | 0.73% | +9.8% |
| Q3 2022 | $798,000 | -7.2% | 12,007 | -0.0% | 0.66% | -2.6% |
| Q2 2022 | $860,000 | -9.3% | 12,013 | -0.0% | 0.68% | +9.5% |
| Q1 2022 | $948,000 | -2.6% | 12,019 | -0.2% | 0.62% | +3.8% |
| Q4 2021 | $973,000 | +8.5% | 12,039 | -0.4% | 0.60% | +0.3% |
| Q3 2021 | $897,000 | -1.9% | 12,085 | 0.0% | 0.60% | -0.5% |
| Q2 2021 | $914,000 | +2.8% | 12,085 | -0.9% | 0.60% | -7.8% |
| Q1 2021 | $889,000 | +14.0% | 12,195 | +0.2% | 0.65% | +1.6% |
| Q4 2020 | $780,000 | +15.7% | 12,165 | -0.2% | 0.64% | +3.1% |
| Q3 2020 | $674,000 | +42.8% | 12,195 | +33.6% | 0.62% | +44.1% |
| Q2 2020 | $472,000 | +109.8% | 9,125 | +82.1% | 0.43% | +81.9% |
| Q1 2020 | $225,000 | -64.5% | 5,010 | -54.1% | 0.24% | -58.6% |
| Q4 2019 | $633,000 | +52.9% | 10,922 | +44.7% | 0.57% | +39.9% |
| Q3 2019 | $414,000 | +8.7% | 7,549 | +5.2% | 0.41% | +7.9% |
| Q2 2019 | $381,000 | +40.6% | 7,175 | +38.6% | 0.38% | +40.4% |
| Q1 2019 | $271,000 | +11.5% | 5,175 | 0.0% | 0.27% | +2.3% |
| Q4 2018 | $243,000 | -11.3% | 5,175 | 0.0% | 0.26% | +1.9% |
| Q3 2018 | $274,000 | +66.1% | 5,175 | +54.7% | 0.26% | +69.3% |
| Q2 2018 | $165,000 | +0.6% | 3,345 | 0.0% | 0.15% | +2.0% |
| Q1 2018 | $164,000 | -5.2% | 3,345 | -1.0% | 0.15% | +0.7% |
| Q4 2017 | $173,000 | – | 3,380 | – | 0.15% | – |
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% |