SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,224 | +6.3% | 10,602 | +9.1% | 0.70% | +8.8% |
| Q2 2023 | $706,047 | +209.2% | 9,722 | +211.5% | 0.64% | +193.2% |
| Q1 2023 | $228,323 | +8.0% | 3,121 | +11.6% | 0.22% | +5.8% |
| Q4 2022 | $211,322 | -8.5% | 2,797 | -19.6% | 0.21% | -20.3% |
| Q3 2022 | $231,000 | -12.8% | 3,477 | -6.2% | 0.26% | -8.4% |
| Q2 2022 | $265,000 | -14.0% | 3,706 | -5.2% | 0.28% | -6.9% |
| Q1 2022 | $308,000 | -5.8% | 3,908 | -3.3% | 0.31% | -2.9% |
| Q4 2021 | $327,000 | – | 4,043 | – | 0.32% | – |
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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% |