SP Asset Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.

Quarter-by-quarter ownership
SP Asset Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$513,803
-27.0%
7,261
-25.1%
0.06%
-26.6%
Q2 2023$704,076
-29.3%
9,695
-28.7%
0.08%
-35.2%
Q1 2023$995,373
-2.3%
13,605
+0.8%
0.12%
-10.3%
Q4 2022$1,019,10913,4910.14%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 220,012$15,568,05054.37%
Keystone Financial Planning, Inc. 1,680,787$118,932,50041.55%
CGC Financial Services, LLC 674,274$47,711,65333.36%
Kellett Wealth Advisors, LLC 415,824$29,423,72125.21%
Reitz Capital Advisors LLC 182,801$12,854,57824.55%
Rezny Wealth Management, Inc. 900,063$63,688,45822.42%
Walker Financial Services, Inc. 318,384$22,528,83621.89%
Dechtman Wealth Management, LLC 997,308$70,57020.90%
Wealth Management Solutions, LLC 413,874$29,285,74320.08%
HHM Wealth Advisors, LLC 1,443,765$102,160,87319.96%
View complete list of SCHWAB STRATEGIC TR shareholders