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 | $469,489 | -5.3% | 6,648 | -1.1% | 0.34% | -3.4% |
| Q2 2023 | $495,827 | -2.0% | 6,720 | -4.2% | 0.35% | -9.8% |
| Q1 2023 | $506,014 | -9.5% | 7,012 | -3.7% | 0.39% | -10.2% |
| Q4 2022 | $559,189 | +38.4% | 7,281 | +19.9% | 0.43% | +21.8% |
| Q3 2022 | $404,000 | +14.1% | 6,074 | +23.2% | 0.35% | +22.1% |
| Q2 2022 | $354,000 | -5.6% | 4,932 | +0.8% | 0.29% | -2.0% |
| Q1 2022 | $375,000 | -2.6% | 4,893 | -0.8% | 0.30% | +1.7% |
| Q4 2021 | $385,000 | – | 4,934 | – | 0.29% | – |
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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% |