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 | $1,085,063 | -3.8% | 15,334 | -1.3% | 0.37% | -9.8% |
| Q2 2023 | $1,127,746 | -3.3% | 15,529 | -2.6% | 0.41% | -7.5% |
| Q1 2023 | $1,166,493 | +15.4% | 15,944 | +19.1% | 0.44% | +11.4% |
| Q4 2022 | $1,011,178 | +18.5% | 13,386 | +4.2% | 0.40% | +3.7% |
| Q3 2022 | $853,000 | -7.8% | 12,848 | -0.5% | 0.38% | -2.1% |
| Q2 2022 | $925,000 | -18.4% | 12,915 | -10.1% | 0.39% | -19.6% |
| Q1 2022 | $1,133,000 | -19.7% | 14,360 | -17.8% | 0.48% | -22.3% |
| Q4 2021 | $1,411,000 | +16.1% | 17,460 | +6.7% | 0.62% | +9.7% |
| Q3 2021 | $1,215,000 | +5.1% | 16,371 | +7.1% | 0.57% | +7.4% |
| Q2 2021 | $1,156,000 | -23.5% | 15,286 | -26.3% | 0.53% | -27.0% |
| Q1 2021 | $1,512,000 | -8.0% | 20,741 | -19.1% | 0.73% | -11.8% |
| Q4 2020 | $1,644,000 | +15.1% | 25,626 | -0.8% | 0.82% | +10.0% |
| Q3 2020 | $1,428,000 | +17.5% | 25,831 | +10.1% | 0.75% | +11.8% |
| Q2 2020 | $1,215,000 | +13.7% | 23,471 | -1.2% | 0.67% | +2.5% |
| Q1 2020 | $1,069,000 | -28.0% | 23,756 | -7.3% | 0.65% | +0.8% |
| Q4 2019 | $1,484,000 | +5.9% | 25,626 | +0.2% | 0.65% | +2.7% |
| Q3 2019 | $1,401,000 | -0.4% | 25,570 | -3.5% | 0.63% | +0.6% |
| Q2 2019 | $1,406,000 | -1.7% | 26,495 | -3.1% | 0.63% | -3.1% |
| Q1 2019 | $1,430,000 | +5.7% | 27,355 | -5.1% | 0.65% | -5.5% |
| Q4 2018 | $1,353,000 | -9.5% | 28,815 | +2.1% | 0.68% | +6.4% |
| Q3 2018 | $1,495,000 | +141.9% | 28,215 | +125.0% | 0.64% | +119.8% |
| Q2 2018 | $618,000 | – | 12,540 | – | 0.29% | – |
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% |