SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $9,704,000 | -62.9% | 135,472 | -59.1% | 1.89% | -55.9% |
| Q1 2022 | $26,143,000 | -5.8% | 331,389 | -3.4% | 4.29% | +0.8% |
| Q4 2021 | $27,741,000 | +8.6% | 343,203 | -0.2% | 4.26% | +28.7% |
| Q3 2021 | $25,539,000 | -2.2% | 344,005 | -0.4% | 3.31% | -20.8% |
| Q2 2021 | $26,116,000 | +1.4% | 345,358 | -2.2% | 4.18% | -9.1% |
| Q1 2021 | $25,754,000 | +8.9% | 353,192 | -4.2% | 4.59% | +2.3% |
| Q4 2020 | $23,640,000 | +13.9% | 368,572 | -1.8% | 4.49% | +4.7% |
| Q3 2020 | $20,749,000 | +15.4% | 375,215 | +8.0% | 4.29% | +10.6% |
| Q2 2020 | $17,987,000 | +22.0% | 347,561 | +6.0% | 3.88% | +4.3% |
| Q1 2020 | $14,747,000 | -22.3% | 327,851 | +0.1% | 3.72% | -10.0% |
| Q4 2019 | $18,976,000 | +38.0% | 327,614 | +30.5% | 4.13% | +32.1% |
| Q3 2019 | $13,750,000 | +1.6% | 251,014 | -1.6% | 3.13% | +6.4% |
| Q2 2019 | $13,540,000 | -4.3% | 255,130 | -5.7% | 2.94% | -4.7% |
| Q1 2019 | $14,143,000 | – | 270,541 | – | 3.09% | – |
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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% |