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 | $335 | -4.8% | 4,730 | -1.8% | 0.19% | -7.2% |
| Q1 2023 | $352 | -10.7% | 4,816 | -7.6% | 0.21% | -15.5% |
| Q4 2022 | $394 | -99.9% | 5,211 | -6.2% | 0.24% | +4.3% |
| Q3 2022 | $369,000 | -6.6% | 5,558 | +0.7% | 0.24% | +6.3% |
| Q2 2022 | $395,000 | -17.5% | 5,517 | -9.2% | 0.22% | +8.9% |
| Q1 2022 | $479,000 | -13.4% | 6,074 | -11.3% | 0.20% | -8.6% |
| Q4 2021 | $553,000 | +14.3% | 6,845 | +6.9% | 0.22% | -16.5% |
| Q2 2021 | $484,000 | -4.3% | 6,403 | -10.0% | 0.27% | +3.5% |
| Q1 2021 | $506,000 | +38.3% | 7,114 | +24.6% | 0.26% | +7.5% |
| Q4 2020 | $366,000 | +17.3% | 5,711 | +1.3% | 0.24% | -5.5% |
| Q3 2020 | $312,000 | – | 5,638 | – | 0.25% | – |
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% |