SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,162 | -99.5% | 41,865 | +400.8% | 0.00% | – |
| Q2 2022 | $599,000 | -68.8% | 8,359 | -65.6% | 0.00% | -100.0% |
| Q1 2022 | $1,918,000 | -42.6% | 24,306 | -41.2% | 0.00% | -50.0% |
| Q4 2021 | $3,343,000 | +280.3% | 41,364 | +160.2% | 0.00% | +100.0% |
| Q3 2020 | $879,000 | +13.9% | 15,894 | +6.5% | 0.00% | 0.0% |
| Q2 2020 | $772,000 | +63.2% | 14,926 | +82.9% | 0.00% | 0.0% |
| Q4 2019 | $473,000 | -43.8% | 8,161 | -46.9% | 0.00% | 0.0% |
| Q3 2019 | $841,000 | +314.3% | 15,366 | +302.0% | 0.00% | – |
| Q2 2019 | $203,000 | -42.2% | 3,822 | -48.8% | 0.00% | -100.0% |
| Q4 2018 | $351,000 | -19.5% | 7,467 | -9.3% | 0.00% | 0.0% |
| Q3 2018 | $436,000 | -5.8% | 8,232 | -12.4% | 0.00% | 0.0% |
| Q2 2018 | $463,000 | +106.7% | 9,397 | +114.8% | 0.00% | – |
| Q4 2017 | $224,000 | -88.7% | 4,375 | -89.7% | 0.00% | -100.0% |
| Q3 2017 | $1,981,000 | +667.8% | 42,328 | +630.9% | 0.00% | – |
| Q1 2017 | $258,000 | -5.1% | 5,791 | -7.2% | 0.00% | -100.0% |
| Q4 2016 | $272,000 | -23.4% | 6,239 | -25.7% | 0.00% | 0.0% |
| Q3 2016 | $355,000 | -2.7% | 8,400 | -4.5% | 0.00% | 0.0% |
| Q2 2016 | $365,000 | +35.7% | 8,800 | +31.3% | 0.00% | 0.0% |
| Q1 2016 | $269,000 | -20.9% | 6,700 | -24.0% | 0.00% | 0.0% |
| Q4 2015 | $340,000 | -57.8% | 8,820 | -56.4% | 0.00% | -50.0% |
| Q4 2014 | $806,000 | – | 20,218 | – | 0.00% | – |
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% |