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 | $10,030 | +13.7% | 142 | +17.4% | 0.00% | +50.0% |
| Q2 2023 | $8,820 | +2.7% | 121 | +3.4% | 0.00% | 0.0% |
| Q1 2023 | $8,584 | +36.3% | 117 | +41.0% | 0.00% | 0.0% |
| Q4 2022 | $6,297 | +25.9% | 83 | +10.7% | 0.00% | +100.0% |
| Q3 2022 | $5,000 | 0.0% | 75 | +4.2% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | 0.0% | 72 | +10.8% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | +25.0% | 65 | +18.2% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | 0.0% | 55 | +7.8% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | +33.3% | 51 | +10.9% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | – | 46 | – | 0.00% | – |
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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% |