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 | $33,957,512 | +4.3% | 479,897 | +7.0% | 10.82% | +5.8% |
| Q2 2023 | $32,566,657 | -1.2% | 448,453 | -0.5% | 10.23% | -4.2% |
| Q1 2023 | $32,961,432 | +97358.5% | 450,539 | +0.6% | 10.68% | -7.1% |
| Q4 2022 | $33,821 | -99.9% | 447,726 | +0.8% | 11.49% | +4.8% |
| Q3 2022 | $29,496,000 | -6.4% | 444,020 | +0.9% | 10.96% | +0.6% |
| Q2 2022 | $31,516,000 | -14.8% | 439,985 | -6.2% | 10.90% | -4.1% |
| Q1 2022 | $36,987,000 | -1.7% | 468,835 | +0.7% | 11.37% | +5.0% |
| Q4 2021 | $37,614,000 | +8.8% | 465,350 | -0.1% | 10.83% | +2.7% |
| Q3 2021 | $34,573,000 | -5.1% | 465,700 | -3.3% | 10.54% | -2.7% |
| Q2 2021 | $36,415,000 | +4.2% | 481,546 | +0.5% | 10.83% | -1.8% |
| Q1 2021 | $34,943,000 | +28.6% | 479,196 | +13.1% | 11.03% | +10.5% |
| Q4 2020 | $27,170,000 | +16.2% | 423,600 | +0.2% | 9.98% | +0.9% |
| Q3 2020 | $23,386,000 | +7.1% | 422,900 | +0.3% | 9.89% | -0.0% |
| Q2 2020 | $21,826,000 | – | 421,750 | – | 9.90% | – |
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% |