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 | $13,627,938 | +119.1% | 192,594 | +124.8% | 1.05% | +84.2% |
| Q2 2023 | $6,220,895 | -52.5% | 85,664 | -52.1% | 0.57% | -31.5% |
| Q1 2023 | $13,088,516 | +2.5% | 178,903 | +5.8% | 0.83% | -34.9% |
| Q4 2022 | $12,768,731 | -29.7% | 169,028 | -9.3% | 1.28% | +81.4% |
| Q3 2022 | $18,175,000 | +2831.5% | 186,265 | +2052.4% | 0.70% | +718.6% |
| Q2 2022 | $620,000 | +33.0% | 8,654 | +46.7% | 0.09% | +72.0% |
| Q1 2022 | $466,000 | +10.7% | 5,901 | +13.3% | 0.05% | +13.6% |
| Q4 2021 | $421,000 | +19.6% | 5,207 | +14.7% | 0.04% | -2.2% |
| Q3 2021 | $352,000 | +295.5% | 4,539 | +138.9% | 0.04% | +18.4% |
| Q4 2018 | $89,000 | -24.6% | 1,900 | -20.8% | 0.04% | -29.6% |
| Q1 2018 | $118,000 | +63.9% | 2,400 | +71.4% | 0.05% | +63.6% |
| Q4 2017 | $72,000 | – | 1,400 | – | 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% |