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 | $8,219,064 | -13.4% | 116,154 | -11.1% | 3.42% | -13.2% |
| Q2 2023 | $9,485,603 | +96327.8% | 130,620 | -2.9% | 3.95% | -12.1% |
| Q1 2023 | $9,837 | -2.6% | 134,456 | +0.6% | 4.49% | -8.3% |
| Q4 2022 | $10,096 | -99.8% | 133,651 | +54.6% | 4.90% | +6.4% |
| Q3 2022 | $5,744,000 | -42.7% | 86,466 | -38.2% | 4.60% | +10.8% |
| Q2 2022 | $10,016,000 | -7.7% | 139,831 | +1.7% | 4.15% | -1.0% |
| Q1 2022 | $10,851,000 | +7.1% | 137,546 | +9.7% | 4.19% | -5.2% |
| Q4 2021 | $10,131,000 | +27.3% | 125,341 | +17.0% | 4.42% | +20.9% |
| Q3 2021 | $7,956,000 | +2.5% | 107,162 | +4.4% | 3.66% | -2.0% |
| Q2 2021 | $7,760,000 | +11.6% | 102,612 | +7.6% | 3.73% | +18.3% |
| Q1 2021 | $6,954,000 | +18.7% | 95,365 | +4.5% | 3.16% | +17.3% |
| Q4 2020 | $5,860,000 | +18.7% | 91,240 | +2.2% | 2.69% | -2.9% |
| Q3 2020 | $4,937,000 | +5.9% | 89,284 | -0.9% | 2.77% | -4.3% |
| Q2 2020 | $4,664,000 | -2.1% | 90,133 | +9.6% | 2.89% | -6.6% |
| Q4 2019 | $4,763,000 | – | 82,242 | – | 3.10% | – |
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% |