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 | $5,412,754 | -2.3% | 76,495 | +0.3% | 1.16% | -4.0% |
Q2 2023 | $5,538,541 | -5.0% | 76,267 | -4.3% | 1.21% | -32.3% |
Q1 2023 | $5,832,187 | +30.2% | 79,718 | +34.4% | 1.79% | +12.1% |
Q4 2022 | $4,480,070 | +14.3% | 59,307 | +0.5% | 1.59% | -2.3% |
Q3 2022 | $3,918,000 | -7.4% | 58,983 | +12.6% | 1.63% | -13.3% |
Q4 2021 | $4,233,000 | – | 52,374 | – | 1.88% | – |
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% |