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 | $6,082,411 | -4.5% | 85,958 | -2.0% | 3.88% | +1.1% |
| Q2 2023 | $6,368,421 | -6.8% | 87,695 | -5.6% | 3.84% | -11.8% |
| Q1 2023 | $6,832,133 | -1.2% | 92,853 | +1.5% | 4.36% | -12.5% |
| Q4 2022 | $6,913,033 | +46.6% | 91,515 | +28.9% | 4.98% | +34.6% |
| Q3 2022 | $4,715,000 | -4.7% | 70,973 | +2.8% | 3.70% | +1.6% |
| Q2 2022 | $4,947,000 | -9.2% | 69,070 | -0.0% | 3.64% | -0.7% |
| Q1 2022 | $5,449,000 | -0.4% | 69,077 | +2.1% | 3.66% | +3.6% |
| Q4 2021 | $5,470,000 | +12.4% | 67,672 | +3.2% | 3.54% | +3.3% |
| Q3 2021 | $4,867,000 | -9.7% | 65,564 | -8.0% | 3.42% | -7.6% |
| Q2 2021 | $5,390,000 | +5.0% | 71,279 | +1.3% | 3.70% | -2.7% |
| Q1 2021 | $5,131,000 | +15.8% | 70,370 | +1.8% | 3.81% | +13.2% |
| Q4 2020 | $4,432,000 | +16.8% | 69,103 | +0.7% | 3.36% | +12.3% |
| Q3 2020 | $3,794,000 | +7.5% | 68,602 | +0.6% | 2.99% | -0.5% |
| Q2 2020 | $3,529,000 | +12.8% | 68,200 | -2.0% | 3.01% | -4.0% |
| Q1 2020 | $3,129,000 | -23.6% | 69,562 | -1.6% | 3.13% | -11.3% |
| Q4 2019 | $4,094,000 | – | 70,687 | – | 3.53% | – |
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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% |