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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,529,488 | -6.8% | 33,226 | -13.4% | 1.47% | -20.3% |
| Q3 2023 | $2,714,347 | -17.0% | 38,360 | -14.8% | 1.84% | -7.3% |
| Q2 2023 | $3,268,402 | -1.6% | 45,007 | -0.9% | 1.98% | -8.7% |
| Q1 2023 | $3,321,238 | -5.1% | 45,397 | -2.0% | 2.17% | -12.2% |
| Q4 2022 | $3,498,930 | +18.5% | 46,319 | +4.2% | 2.48% | +9.9% |
| Q3 2022 | $2,953,000 | -7.0% | 44,455 | +0.3% | 2.25% | +0.8% |
| Q2 2022 | $3,174,000 | -2.9% | 44,311 | +6.9% | 2.24% | +9.5% |
| Q1 2022 | $3,270,000 | +25.2% | 41,446 | +28.3% | 2.04% | +25.7% |
| Q4 2021 | $2,611,000 | – | 32,302 | – | 1.62% | – |
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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% |