SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,379,906 | -5.1% | 104,295 | -2.6% | 1.46% | -2.8% |
| Q2 2023 | $7,777,678 | +32.6% | 107,101 | +33.5% | 1.50% | +23.1% |
| Q1 2023 | $5,867,187 | +13.8% | 80,197 | +17.5% | 1.22% | +3.4% |
| Q4 2022 | $5,155,597 | +12.7% | 68,250 | -0.9% | 1.18% | +8.8% |
| Q3 2022 | $4,575,000 | -5.4% | 68,875 | +6.2% | 1.09% | +6.9% |
| Q2 2022 | $4,837,000 | +92.9% | 64,837 | +103.9% | 1.02% | +95.0% |
| Q1 2022 | $2,508,000 | +15.8% | 31,797 | +15.1% | 0.52% | +15.0% |
| Q4 2021 | $2,166,000 | +14.4% | 27,624 | +8.3% | 0.45% | +5.8% |
| Q3 2021 | $1,893,000 | +6.9% | 25,504 | +8.9% | 0.43% | +5.7% |
| Q2 2021 | $1,771,000 | +1.3% | 23,425 | +2.7% | 0.40% | -3.8% |
| Q1 2021 | $1,749,000 | +24.8% | 22,811 | +9.0% | 0.42% | +18.6% |
| Q4 2020 | $1,402,000 | +53.7% | 20,920 | +26.8% | 0.36% | +13.8% |
| Q3 2020 | $912,000 | +14.4% | 16,493 | +19.2% | 0.31% | +11.8% |
| Q2 2020 | $797,000 | +236.3% | 13,832 | +238.6% | 0.28% | +203.3% |
| Q4 2019 | $237,000 | – | 4,085 | – | 0.09% | – |
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% |