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 | $5,578,081 | +1.2% | 78,831 | +3.9% | 2.50% | -4.9% |
| Q2 2023 | $5,511,328 | -7.4% | 75,893 | -6.7% | 2.63% | -6.7% |
| Q1 2023 | $5,954,126 | -7.8% | 81,385 | -4.8% | 2.82% | -4.2% |
| Q4 2022 | $6,460,000 | +40.6% | 85,518 | +23.7% | 2.95% | +4.8% |
| Q3 2022 | $4,594,000 | -20.7% | 69,152 | -14.4% | 2.81% | -21.0% |
| Q2 2022 | $5,790,000 | +7.9% | 80,830 | +18.9% | 3.56% | +6.7% |
| Q1 2022 | $5,365,000 | – | 68,002 | – | 3.34% | – |
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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% |