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 | $1,591,389 | -2.6% | 22,490 | -0.0% | 1.42% | -2.4% |
| Q2 2023 | $1,633,431 | +2.1% | 22,493 | +2.9% | 1.45% | -1.5% |
| Q1 2023 | $1,599,406 | +3.0% | 21,862 | +6.4% | 1.47% | +2.1% |
| Q4 2022 | $1,552,775 | +9.8% | 20,556 | -3.4% | 1.44% | -0.8% |
| Q3 2022 | $1,414,000 | -8.5% | 21,283 | -1.4% | 1.46% | -6.5% |
| Q2 2022 | $1,546,000 | -9.3% | 21,585 | -0.1% | 1.56% | -0.4% |
| Q1 2022 | $1,704,000 | -5.5% | 21,605 | -3.2% | 1.56% | -5.0% |
| Q4 2021 | $1,803,000 | – | 22,311 | – | 1.64% | – |
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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% |