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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $315,245 | -38.9% | 4,309 | -36.9% | 0.02% | -46.4% |
Q4 2022 | $516,163 | -9.3% | 6,833 | -20.5% | 0.03% | -17.6% |
Q3 2022 | $569,000 | +9.4% | 8,592 | +18.2% | 0.03% | +9.7% |
Q2 2022 | $520,000 | +1.4% | 7,271 | +11.7% | 0.03% | +14.8% |
Q1 2022 | $513,000 | +17.9% | 6,509 | +20.9% | 0.03% | -18.2% |
Q4 2021 | $435,000 | – | 5,384 | – | 0.03% | – |
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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% |