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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,244,852 | +14.3% | 42,955 | +0.5% | 2.67% | +11.7% |
| Q3 2022 | $2,838,000 | -11.8% | 42,724 | -5.3% | 2.39% | -7.4% |
| Q2 2022 | $3,218,000 | -10.7% | 45,124 | -1.2% | 2.58% | +20.2% |
| Q1 2022 | $3,604,000 | +2.0% | 45,686 | +4.6% | 2.15% | +13.9% |
| Q4 2021 | $3,532,000 | +12.2% | 43,691 | +3.0% | 1.89% | +0.6% |
| Q3 2021 | $3,149,000 | -2.1% | 42,421 | -0.3% | 1.88% | -2.0% |
| Q2 2021 | $3,218,000 | +2.9% | 42,554 | -0.6% | 1.92% | -5.1% |
| Q1 2021 | $3,128,000 | +17.2% | 42,803 | +2.8% | 2.02% | +6.4% |
| Q4 2020 | $2,668,000 | +18.2% | 41,639 | +2.0% | 1.90% | -16.2% |
| Q3 2020 | $2,257,000 | +57.8% | 40,815 | +27.3% | 2.26% | +34.5% |
| Q1 2020 | $1,430,000 | -20.6% | 32,062 | +3.0% | 1.68% | -0.2% |
| Q4 2019 | $1,802,000 | – | 31,115 | – | 1.69% | – |
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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% |