SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355 | -6.8% | 5,022 | -4.2% | 0.19% | -7.8% |
| Q2 2023 | $381 | -0.5% | 5,240 | +0.2% | 0.20% | -6.8% |
| Q1 2023 | $383 | -2.8% | 5,228 | +0.2% | 0.22% | -4.4% |
| Q4 2022 | $394 | -99.9% | 5,218 | +8.2% | 0.23% | +17.4% |
| Q3 2022 | $322,000 | -6.1% | 4,821 | +0.2% | 0.20% | +1.6% |
| Q2 2022 | $343,000 | -15.7% | 4,813 | -6.7% | 0.19% | -2.5% |
| Q1 2022 | $407,000 | +13.1% | 5,157 | +15.7% | 0.20% | +134.5% |
| Q4 2021 | $360,000 | +847.4% | 4,457 | +420.1% | 0.08% | +189.7% |
| Q1 2017 | $38,000 | +2.7% | 857 | +0.4% | 0.03% | -3.3% |
| Q4 2016 | $37,000 | – | 854 | – | 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% |