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 | $246 | -53.9% | 3,490 | -51.9% | 0.18% | -51.2% |
| Q2 2023 | $534 | -8.6% | 7,250 | -8.2% | 0.38% | -13.5% |
| Q1 2023 | $584 | +329.4% | 7,900 | +340.6% | 0.44% | +305.6% |
| Q4 2022 | $136 | -99.9% | 1,793 | 0.0% | 0.11% | +8.0% |
| Q3 2022 | $119,000 | -7.8% | 1,793 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $129,000 | -5.8% | 1,793 | 0.0% | 0.10% | +1.0% |
| Q1 2022 | $137,000 | -4.9% | 1,793 | 0.0% | 0.10% | +8.8% |
| Q4 2021 | $144,000 | +5.9% | 1,793 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $136,000 | -8.1% | 1,793 | -10.1% | 0.09% | -9.0% |
| Q2 2021 | $148,000 | -99.9% | 1,995 | 0.0% | 0.10% | -2.9% |
| Q1 2021 | $148,767,000 | +112602.3% | 1,995 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $132,000 | +9.1% | 1,995 | 0.0% | 0.10% | 0.0% |
| Q3 2020 | $121,000 | +14.2% | 1,995 | 0.0% | 0.10% | +7.4% |
| Q2 2020 | $106,000 | -9.4% | 1,995 | -25.7% | 0.10% | -28.6% |
| Q1 2020 | $117,000 | -24.5% | 2,686 | 0.0% | 0.13% | -0.7% |
| Q4 2019 | $155,000 | – | 2,686 | – | 0.13% | – |
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% |