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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,507,418 | +2.5% | 515,933 | +5.5% | 12.27% | +4.6% |
| Q2 2023 | $35,608,384 | +3.4% | 489,108 | +3.9% | 11.73% | -3.2% |
| Q1 2023 | $34,452,311 | +0.5% | 470,917 | +3.8% | 12.12% | -0.6% |
| Q4 2022 | $34,277,030 | +15.9% | 453,760 | +2.0% | 12.19% | +5.3% |
| Q3 2022 | $29,576,000 | +11.1% | 444,997 | +19.7% | 11.58% | +6.7% |
| Q2 2022 | $26,631,000 | -9.9% | 371,789 | +0.7% | 10.85% | +12.8% |
| Q1 2022 | $29,566,000 | +0.7% | 369,289 | +0.3% | 9.62% | -6.6% |
| Q4 2021 | $29,366,000 | – | 368,204 | – | 10.30% | – |
Download | ||||||
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% |