SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,973,691 | -24.6% | 42,025 | -22.6% | 0.03% | -30.8% |
| Q2 2023 | $3,942,898 | -28.2% | 54,295 | -27.6% | 0.04% | -22.0% |
| Q1 2023 | $5,490,210 | -31.9% | 75,044 | -29.7% | 0.05% | -89.2% |
| Q4 2022 | $8,065,851 | +11.3% | 106,776 | -2.1% | 0.46% | +192.4% |
| Q3 2022 | $7,246,000 | +35.6% | 109,070 | +46.2% | 0.16% | +49.1% |
| Q2 2022 | $5,345,000 | -6.8% | 74,618 | +2.7% | 0.11% | +12.8% |
| Q1 2022 | $5,733,000 | +16.0% | 72,671 | +18.9% | 0.09% | +25.3% |
| Q4 2021 | $4,942,000 | +133.9% | 61,135 | +114.8% | 0.08% | +127.3% |
| Q3 2021 | $2,113,000 | +161.2% | 28,467 | +165.9% | 0.03% | +175.0% |
| Q2 2021 | $809,000 | – | 10,704 | – | 0.01% | – |
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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% |