SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,724,067 | +31.2% | 24,365 | +34.6% | 0.23% | +36.7% |
| Q2 2023 | $1,314,495 | +14.4% | 18,101 | +15.2% | 0.17% | +5.7% |
| Q1 2023 | $1,149,417 | +126767.2% | 15,711 | +31.0% | 0.16% | +17.2% |
| Q4 2022 | $906 | -99.8% | 11,990 | +36.3% | 0.13% | +41.1% |
| Q3 2022 | $584,000 | +6.0% | 8,795 | +14.3% | 0.10% | +10.5% |
| Q2 2022 | $551,000 | +24.7% | 7,697 | +37.3% | 0.09% | +24.6% |
| Q1 2022 | $442,000 | -9.2% | 5,605 | -7.0% | 0.07% | +3.0% |
| Q4 2021 | $487,000 | +20.2% | 6,024 | +10.4% | 0.07% | +13.6% |
| Q3 2021 | $405,000 | -12.0% | 5,457 | -10.4% | 0.06% | -15.7% |
| Q2 2021 | $460,000 | +46.0% | 6,089 | +40.6% | 0.07% | +37.3% |
| Q1 2021 | $315,000 | +13.7% | 4,331 | 0.0% | 0.05% | +8.5% |
| Q4 2020 | $277,000 | -44.0% | 4,331 | -51.7% | 0.05% | -50.5% |
| Q3 2020 | $495,000 | +6.9% | 8,964 | 0.0% | 0.10% | -2.1% |
| Q2 2020 | $463,000 | +44.2% | 8,964 | +25.6% | 0.10% | +16.9% |
| Q1 2020 | $321,000 | -22.3% | 7,139 | 0.0% | 0.08% | +7.8% |
| Q4 2019 | $413,000 | +3654.5% | 7,139 | +2328.2% | 0.08% | +1825.0% |
| Q3 2014 | $11,000 | 0.0% | 294 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $11,000 | 0.0% | 294 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $11,000 | – | 294 | – | 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% |