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 | $2,727,188 | +1.3% | 38,541 | +4.0% | 2.61% | +3.1% |
| Q2 2023 | $2,692,261 | +55779.2% | 37,073 | -43.7% | 2.54% | -47.7% |
| Q1 2023 | $4,818 | +18.4% | 65,849 | +22.3% | 4.85% | +12.2% |
| Q4 2022 | $4,068 | -99.8% | 53,856 | +69.0% | 4.32% | +75.3% |
| Q3 2022 | $2,117,000 | -0.4% | 31,873 | +7.4% | 2.47% | +7.0% |
| Q2 2022 | $2,126,000 | +143.5% | 29,687 | +168.2% | 2.31% | +170.0% |
| Q1 2022 | $873,000 | +26.9% | 11,070 | +30.1% | 0.85% | +27.8% |
| Q4 2021 | $688,000 | – | 8,511 | – | 0.67% | – |
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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% |