SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,009 | -2.5% | 4,438 | +0.0% | 0.08% | 0.0% |
| Q2 2023 | $322,168 | +0.4% | 4,436 | +1.2% | 0.08% | -7.9% |
| Q1 2023 | $320,749 | -15.0% | 4,384 | -12.2% | 0.09% | -21.9% |
| Q4 2022 | $377,435 | +44.6% | 4,996 | +27.0% | 0.11% | +31.0% |
| Q3 2022 | $261,000 | +10.1% | 3,933 | +18.8% | 0.09% | +13.0% |
| Q2 2022 | $237,000 | +17.3% | 3,310 | +29.2% | 0.08% | +24.2% |
| Q1 2022 | $202,000 | – | 2,562 | – | 0.06% | – |
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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% |