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 | $364,049 | -8.9% | 5,145 | -6.5% | 0.18% | -2.7% |
| Q2 2023 | $399,559 | -11.1% | 5,502 | -10.5% | 0.18% | -12.0% |
| Q1 2023 | $449,565 | -7.3% | 6,145 | -4.3% | 0.21% | -16.8% |
| Q4 2022 | $484,892 | +12.8% | 6,419 | -0.7% | 0.25% | +12.6% |
| Q3 2022 | $430,000 | -25.9% | 6,467 | -20.1% | 0.22% | -20.7% |
| Q2 2022 | $580,000 | +83.5% | 8,098 | +102.1% | 0.28% | +104.4% |
| Q1 2022 | $316,000 | -1.9% | 4,006 | +0.7% | 0.14% | -4.2% |
| Q4 2021 | $322,000 | +9.9% | 3,980 | +0.8% | 0.14% | +2.1% |
| Q3 2021 | $293,000 | -1.0% | 3,949 | +0.8% | 0.14% | -2.1% |
| Q2 2021 | $296,000 | +4.2% | 3,918 | +0.7% | 0.14% | -0.7% |
| Q1 2021 | $284,000 | +14.5% | 3,890 | +0.5% | 0.14% | +7.5% |
| Q4 2020 | $248,000 | +17.0% | 3,869 | +0.7% | 0.13% | +3.9% |
| Q3 2020 | $212,000 | – | 3,841 | – | 0.13% | – |
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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% |