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 | $124,999,676 | +0.6% | 1,766,530 | +3.3% | 0.48% | +213.6% |
Q2 2023 | $124,199,862 | +5953.9% | 1,710,271 | +5999.2% | 0.15% | +275.6% |
Q1 2023 | $2,051,555 | +78.1% | 28,041 | +8.9% | 0.04% | +173.3% |
Q4 2022 | $1,152,189 | -63.1% | 25,744 | -45.2% | 0.02% | -61.5% |
Q3 2022 | $3,122,000 | -18.4% | 47,004 | -12.8% | 0.04% | -17.0% |
Q2 2022 | $3,824,000 | -5.9% | 53,878 | +4.6% | 0.05% | +11.9% |
Q1 2022 | $4,062,000 | +28.1% | 51,484 | +31.2% | 0.04% | +35.5% |
Q4 2021 | $3,170,000 | +11.0% | 39,238 | +2.0% | 0.03% | -18.4% |
Q3 2021 | $2,857,000 | +7.3% | 38,473 | +9.3% | 0.04% | 0.0% |
Q2 2021 | $2,662,000 | +320.5% | 35,199 | +304.9% | 0.04% | +280.0% |
Q1 2021 | $633,000 | +13.4% | 8,693 | -0.1% | 0.01% | +11.1% |
Q4 2020 | $558,000 | +16.0% | 8,700 | +0.1% | 0.01% | 0.0% |
Q3 2020 | $481,000 | +6.9% | 8,693 | 0.0% | 0.01% | -10.0% |
Q2 2020 | $450,000 | – | 8,693 | – | 0.01% | – |
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% |