SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,368,537 | -10.1% | 19,341 | -7.7% | 0.41% | -4.4% |
| Q2 2023 | $1,521,942 | -4.2% | 20,958 | -3.5% | 0.43% | -6.7% |
| Q1 2023 | $1,589,410 | -14.5% | 21,725 | -11.8% | 0.46% | -19.9% |
| Q4 2022 | $1,859,690 | +53.7% | 24,619 | +35.2% | 0.57% | +34.7% |
| Q3 2022 | $1,210,000 | -2.5% | 18,212 | +5.1% | 0.43% | +0.2% |
| Q2 2022 | $1,241,000 | +1.9% | 17,325 | +12.3% | 0.42% | +7.1% |
| Q1 2022 | $1,218,000 | -15.6% | 15,433 | -13.6% | 0.40% | -15.9% |
| Q4 2021 | $1,443,000 | +2.8% | 17,855 | -5.6% | 0.47% | -4.1% |
| Q3 2021 | $1,404,000 | -78.6% | 18,916 | -78.2% | 0.49% | -78.1% |
| Q2 2021 | $6,568,000 | +532.8% | 86,859 | +510.4% | 2.25% | +497.9% |
| Q1 2021 | $1,038,000 | +19.7% | 14,230 | +5.3% | 0.38% | +14.6% |
| Q4 2020 | $867,000 | +17.6% | 13,510 | +1.4% | 0.33% | +14.7% |
| Q3 2020 | $737,000 | -2.9% | 13,328 | -9.2% | 0.29% | -0.7% |
| Q2 2020 | $759,000 | -8.3% | 14,676 | -14.5% | 0.29% | -15.5% |
| Q1 2020 | $828,000 | – | 17,155 | – | 0.34% | – |
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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% |