SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $757,440 | +1.4% | 10,027 | -10.9% | 0.00% | 0.0% |
| Q3 2022 | $747,000 | +16.4% | 11,250 | +25.5% | 0.00% | +33.3% |
| Q2 2022 | $642,000 | +3.2% | 8,965 | +13.6% | 0.00% | 0.0% |
| Q1 2022 | $622,000 | -44.8% | 7,889 | -44.9% | 0.00% | -40.0% |
| Q4 2021 | $1,127,000 | +54.6% | 14,319 | +45.8% | 0.01% | +25.0% |
| Q3 2021 | $729,000 | +28.6% | 9,824 | +31.1% | 0.00% | +33.3% |
| Q2 2021 | $567,000 | +45.4% | 7,495 | +40.1% | 0.00% | +50.0% |
| Q1 2021 | $390,000 | +45.0% | 5,350 | +27.5% | 0.00% | 0.0% |
| Q4 2020 | $269,000 | -18.7% | 4,195 | -43.4% | 0.00% | -75.0% |
| Q1 2017 | $331,000 | – | 7,418 | – | 0.01% | – |
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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% |