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 | $319,597 | -2.0% | 4,517 | +0.5% | 0.05% | -3.8% |
| Q2 2023 | $326,281 | -27.7% | 4,493 | -27.1% | 0.05% | -56.3% |
| Q1 2023 | $451,014 | +14824.4% | 6,165 | +15312.5% | 0.12% | +11800.0% |
| Q4 2022 | $3,022 | +0.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -88.5% | 40 | -89.0% | 0.00% | -91.7% |
| Q2 2022 | $26,000 | +766.7% | 365 | +812.5% | 0.01% | +1100.0% |
| Q1 2022 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | -40.0% | 40 | -44.4% | 0.00% | -66.7% |
| Q3 2021 | $5,000 | -90.4% | 72 | -92.0% | 0.00% | -90.6% |
| Q4 2019 | $52,000 | – | 900 | – | 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% |