SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $812,079 | +7.0% | 10,667 | -0.6% | 0.04% | -2.3% |
| Q3 2023 | $758,972 | -0.5% | 10,726 | +2.1% | 0.04% | +7.5% |
| Q2 2023 | $762,946 | +301459.7% | 10,506 | +214.0% | 0.04% | – |
| Q4 2022 | $253 | -99.9% | 3,346 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $240,000 | 0.0% | 3,346 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $240,000 | -9.1% | 3,346 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $264,000 | -2.2% | 3,346 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $270,000 | – | 3,346 | – | 0.02% | – |
Download | ||||||
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% |