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 | $1,153,370 | -0.7% | 16,300 | +1.9% | 0.10% | +3.2% |
Q2 2023 | $1,161,702 | +0.6% | 15,997 | +1.4% | 0.09% | -1.1% |
Q1 2023 | $1,154,684 | -3.2% | 15,783 | 0.0% | 0.10% | -10.4% |
Q4 2022 | $1,192,248 | +68.6% | 15,783 | +48.4% | 0.11% | +53.6% |
Q3 2022 | $707,000 | -7.2% | 10,638 | 0.0% | 0.07% | 0.0% |
Q2 2022 | $762,000 | -9.2% | 10,638 | 0.0% | 0.07% | +6.2% |
Q1 2022 | $839,000 | -2.4% | 10,638 | 0.0% | 0.06% | +8.3% |
Q4 2021 | $860,000 | +8.9% | 10,638 | -0.0% | 0.06% | -6.2% |
Q3 2021 | $790,000 | +176.2% | 10,641 | +181.3% | 0.06% | +178.3% |
Q2 2021 | $286,000 | +3.6% | 3,783 | +0.1% | 0.02% | -11.5% |
Q1 2021 | $276,000 | +9.1% | 3,780 | -4.2% | 0.03% | 0.0% |
Q4 2020 | $253,000 | – | 3,946 | – | 0.03% | – |
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% |