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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,730,081 | +1.2% | 24,603 | +7.2% | 0.82% | +4.1% |
| Q2 2023 | $1,709,650 | +13.2% | 22,948 | +9.6% | 0.78% | +4.5% |
| Q1 2023 | $1,510,440 | +16.3% | 20,932 | +24.3% | 0.75% | +11.8% |
| Q4 2022 | $1,299,102 | +101.1% | 16,834 | +75.2% | 0.67% | +63.5% |
| Q3 2022 | $646,000 | +42.3% | 9,610 | +52.1% | 0.41% | +63.1% |
| Q2 2022 | $454,000 | +2.9% | 6,317 | +13.0% | 0.25% | +23.5% |
| Q1 2022 | $441,000 | +5.8% | 5,589 | +8.4% | 0.20% | +10.9% |
| Q4 2021 | $417,000 | +5.8% | 5,155 | +0.5% | 0.18% | 0.0% |
| Q3 2021 | $394,000 | +42.2% | 5,131 | +40.0% | 0.18% | +36.3% |
| Q2 2021 | $277,000 | – | 3,664 | – | 0.14% | – |
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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% |