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 | $19,199 | -8.8% | 271,328 | -6.4% | 0.07% | -13.1% |
| Q2 2023 | $21,061 | -12.7% | 290,010 | -12.0% | 0.08% | -23.6% |
| Q1 2023 | $24,120 | -34.3% | 329,693 | -32.1% | 0.11% | -40.2% |
| Q4 2022 | $36,686 | -99.9% | 485,649 | +27.2% | 0.18% | +21.9% |
| Q3 2022 | $25,368,000 | -11.7% | 381,872 | -4.7% | 0.15% | -14.2% |
| Q2 2022 | $28,716,000 | -11.6% | 400,890 | -2.7% | 0.18% | -7.9% |
| Q1 2022 | $32,491,000 | -3.9% | 411,848 | -1.6% | 0.19% | -8.6% |
| Q4 2021 | $33,826,000 | -3.9% | 418,481 | -11.7% | 0.21% | -15.0% |
| Q3 2021 | $35,183,000 | -47.5% | 473,908 | -46.5% | 0.25% | -52.2% |
| Q2 2021 | $66,961,000 | +5.5% | 885,498 | +1.7% | 0.52% | -10.7% |
| Q1 2021 | $63,471,000 | +56.8% | 870,415 | +37.9% | 0.58% | +14.0% |
| Q4 2020 | $40,480,000 | +52.1% | 631,117 | +31.1% | 0.51% | +26.5% |
| Q3 2020 | $26,619,000 | +8.8% | 481,361 | +1.8% | 0.40% | -9.9% |
| Q2 2020 | $24,472,000 | +15.5% | 472,882 | +0.4% | 0.44% | -4.7% |
| Q1 2020 | $21,187,000 | -14.2% | 471,038 | +10.5% | 0.47% | -5.5% |
| Q4 2019 | $24,683,000 | +3.1% | 426,160 | -2.5% | 0.49% | -12.4% |
| Q3 2019 | $23,936,000 | +9.8% | 436,953 | +6.4% | 0.56% | -2.6% |
| Q2 2019 | $21,794,000 | +5.8% | 410,664 | +4.2% | 0.58% | +30.8% |
| Q1 2019 | $20,600,000 | – | 394,025 | – | 0.44% | – |
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% |