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 | $2,609,599 | 0.0% | 35,935 | 0.0% | 0.60% | +5.3% |
| Q2 2023 | $2,609,599 | -1.2% | 35,935 | -0.5% | 0.57% | -11.2% |
| Q1 2023 | $2,642,147 | +804.2% | 36,115 | +833.7% | 0.64% | +804.2% |
| Q4 2022 | $292,220 | +12.0% | 3,868 | -1.4% | 0.07% | +4.4% |
| Q3 2022 | $261,000 | +6.5% | 3,923 | +15.7% | 0.07% | +13.3% |
| Q2 2022 | $245,000 | -6.5% | 3,392 | +2.3% | 0.06% | +15.4% |
| Q1 2022 | $262,000 | -1.9% | 3,316 | +0.5% | 0.05% | -11.9% |
| Q4 2021 | $267,000 | +9.4% | 3,301 | +0.4% | 0.06% | +1.7% |
| Q3 2021 | $244,000 | +12100.0% | 3,288 | +8330.8% | 0.06% | +5700.0% |
| Q2 2019 | $2,000 | – | 39 | – | 0.00% | – |
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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% |