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 | $7,315,848 | +170.9% | 103,390 | +178.0% | 3.64% | +490.4% |
| Q2 2023 | $2,700,791 | +23.7% | 37,191 | +24.6% | 0.62% | -52.4% |
| Q1 2023 | $2,183,574 | -5.4% | 29,847 | -0.3% | 1.30% | -14.0% |
| Q4 2022 | $2,308,884 | +20.3% | 29,943 | +3.6% | 1.51% | -36.9% |
| Q3 2022 | $1,919,000 | -10.6% | 28,890 | -1.8% | 2.39% | +44.6% |
| Q2 2022 | $2,146,000 | 0.0% | 29,428 | 0.0% | 1.65% | 0.0% |
| Q1 2022 | $2,146,000 | – | 29,428 | – | 1.65% | – |
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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% |