SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,120,222 | -3.3% | 128,889 | -0.8% | 1.27% | -4.9% |
| Q2 2023 | $9,436,241 | +8.4% | 129,940 | +9.2% | 1.34% | -1.8% |
| Q1 2023 | $8,704,752 | +23.7% | 118,982 | +27.7% | 1.36% | +3.3% |
| Q4 2022 | $7,037,494 | +19.4% | 93,162 | +5.0% | 1.32% | +18.8% |
| Q3 2022 | $5,893,000 | -7.6% | 88,716 | +5.7% | 1.11% | -11.2% |
| Q2 2022 | $6,379,000 | +6.2% | 83,919 | +7.8% | 1.25% | +33.8% |
| Q1 2022 | $6,006,000 | +14915.0% | 77,827 | +8713.9% | 0.93% | +7084.6% |
| Q1 2020 | $40,000 | -24.5% | 883 | -4.1% | 0.01% | -23.5% |
| Q4 2019 | $53,000 | – | 921 | – | 0.02% | – |
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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% |