SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $37,770 | +14.5% | 500 | 0.0% | 0.03% | +3.8% |
| Q3 2022 | $33,000 | -8.3% | 500 | 0.0% | 0.03% | -3.7% |
| Q2 2022 | $36,000 | -7.7% | 500 | 0.0% | 0.03% | +12.5% |
| Q1 2022 | $39,000 | -2.5% | 500 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $40,000 | +8.1% | 500 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $37,000 | -2.6% | 500 | 0.0% | 0.02% | -7.7% |
| Q2 2021 | $38,000 | +5.6% | 500 | 0.0% | 0.03% | +30.0% |
| Q1 2021 | $36,000 | +12.5% | 500 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $32,000 | +14.3% | 500 | 0.0% | 0.02% | +5.6% |
| Q3 2020 | $28,000 | +7.7% | 500 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $26,000 | +18.2% | 500 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $22,000 | – | 500 | – | 0.02% | – |
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% |