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 | $3,511,481 | -5.7% | 49,612 | -3.2% | 2.37% | -3.2% |
| Q2 2023 | $3,722,805 | +20.1% | 51,254 | -92.8% | 2.45% | -3.1% |
| Q1 2023 | $3,100,570 | -28.8% | 707,528 | +1251.6% | 2.53% | -6.7% |
| Q4 2022 | $4,357,587 | +22.6% | 52,348 | -1.9% | 2.71% | +15.6% |
| Q3 2022 | $3,553,000 | -11.2% | 53,374 | -4.4% | 2.34% | +1.8% |
| Q2 2022 | $4,002,000 | -33.9% | 55,833 | -27.2% | 2.30% | -23.4% |
| Q1 2022 | $6,059,000 | -19.4% | 76,677 | -17.5% | 3.01% | -20.5% |
| Q4 2021 | $7,518,000 | +6.3% | 92,967 | -2.2% | 3.78% | -6.6% |
| Q3 2021 | $7,073,000 | -11.7% | 95,048 | -10.9% | 4.05% | -18.9% |
| Q2 2021 | $8,012,000 | +5.3% | 106,664 | +3.7% | 4.99% | +9.4% |
| Q1 2021 | $7,609,000 | +22.7% | 102,813 | +9.3% | 4.56% | -3.3% |
| Q4 2020 | $6,202,000 | – | 94,102 | – | 4.72% | – |
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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% |