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 | $5,071,511 | -2.3% | 71,672 | +0.3% | 0.77% | +2.3% |
| Q2 2023 | $5,188,989 | +2.9% | 71,454 | +3.7% | 0.75% | -4.3% |
| Q1 2023 | $5,041,456 | +12.2% | 68,910 | +15.8% | 0.78% | +6.2% |
| Q4 2022 | $4,493,497 | +18.0% | 59,485 | +3.8% | 0.74% | +9.0% |
| Q3 2022 | $3,807,000 | -3.3% | 57,309 | +4.3% | 0.68% | +0.1% |
| Q2 2022 | $3,937,000 | -1.3% | 54,963 | +8.7% | 0.68% | +10.7% |
| Q1 2022 | $3,988,000 | -1.9% | 50,546 | +0.5% | 0.61% | -0.3% |
| Q4 2021 | $4,064,000 | +12.4% | 50,280 | +3.2% | 0.61% | +4.1% |
| Q3 2021 | $3,617,000 | +4.1% | 48,715 | +6.0% | 0.59% | +5.2% |
| Q2 2021 | $3,475,000 | +36.0% | 45,957 | +31.1% | 0.56% | +28.5% |
| Q1 2021 | $2,556,000 | +61.2% | 35,049 | +41.8% | 0.44% | +50.0% |
| Q4 2020 | $1,586,000 | – | 24,724 | – | 0.29% | – |
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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% |