SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394,982 | -4.6% | 5,582 | -2.1% | 0.26% | +10.2% |
| Q2 2023 | $414,079 | +2.3% | 5,702 | +3.1% | 0.24% | -5.2% |
| Q1 2023 | $404,721 | -3.2% | 5,532 | 0.0% | 0.25% | -16.5% |
| Q4 2022 | $417,887 | -6.5% | 5,532 | -17.8% | 0.30% | -20.2% |
| Q3 2022 | $447,000 | -7.3% | 6,732 | 0.0% | 0.37% | -1.8% |
| Q2 2022 | $482,000 | -9.2% | 6,732 | 0.0% | 0.38% | +8.9% |
| Q1 2022 | $531,000 | -2.4% | 6,732 | 0.0% | 0.35% | +0.9% |
| Q4 2021 | $544,000 | +8.8% | 6,732 | 0.0% | 0.34% | +1.8% |
| Q3 2021 | $500,000 | -3.1% | 6,732 | -1.3% | 0.34% | +2.4% |
| Q2 2021 | $516,000 | +3.8% | 6,822 | 0.0% | 0.33% | +8.9% |
| Q1 2021 | $497,000 | – | 6,822 | – | 0.30% | – |
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% |