LPL Financial LLC - SCHWAB STRATEGIC TR ownership

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
LPL Financial LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$797,644,555
+2.0%
11,272,535
+4.7%
0.56%
-0.2%
Q2 2023$782,013,177
+5.7%
10,768,565
+6.5%
0.56%
-3.0%
Q1 2023$739,991,604
+8.8%
10,114,703
+12.3%
0.58%
-1.0%
Q4 2022$680,208,543
+33.8%
9,004,614
+17.7%
0.58%
+18.8%
Q3 2022$508,352,000
+2.9%
7,652,450
+10.9%
0.49%
+4.5%
Q2 2022$494,145,000
+15.2%
6,898,583
+26.8%
0.47%
+27.1%
Q1 2022$429,065,000
+11.2%
5,438,773
+13.9%
0.37%
+13.9%
Q4 2021$385,859,000
+26.1%
4,773,712
+15.8%
0.32%
+12.9%
Q3 2021$306,045,000
+13.4%
4,122,369
+15.6%
0.29%
+5.1%
Q2 2021$269,779,000
+26.2%
3,567,557
+21.7%
0.27%
+11.0%
Q1 2021$213,731,000
+36.8%
2,931,040
+20.4%
0.25%
+21.8%
Q4 2020$156,182,000
+49.3%
2,435,024
+28.7%
0.20%
+23.9%
Q3 2020$104,636,000
+23.6%
1,892,153
+15.7%
0.16%
+10.9%
Q2 2020$84,649,000
+19.8%
1,635,723
+4.1%
0.15%
-3.3%
Q1 2020$70,685,000
-15.9%
1,571,487
+8.3%
0.15%
-0.7%
Q4 2019$84,014,000
+22.3%
1,450,515
+15.6%
0.15%
+9.3%
Q3 2019$68,718,000
+21.3%
1,254,433
+17.5%
0.14%
+15.7%
Q2 2019$56,650,000
+14.8%
1,067,449
+13.1%
0.12%
+8.0%
Q1 2019$49,342,000
+18.1%
943,806
+6.1%
0.11%
+0.9%
Q4 2018$41,788,000
+46.0%
889,680
+64.7%
0.11%
+60.9%
Q3 2018$28,624,000
+31.8%
540,067
+22.6%
0.07%
+21.1%
Q2 2018$21,720,000
+7.6%
440,662
+7.0%
0.06%
+1.8%
Q1 2018$20,189,000
+28.2%
411,778
+33.8%
0.06%
+16.7%
Q4 2017$15,748,000
+24.6%
307,763
+14.0%
0.05%
+6.7%
Q3 2017$12,637,000
+6.2%
270,031
+2.4%
0.04%0.0%
Q2 2017$11,895,000
+8.1%
263,748
+6.5%
0.04%
-40.0%
Q1 2017$11,006,000
+7.4%
247,608
+5.8%
0.08%
-3.8%
Q4 2016$10,250,000
+9.0%
234,022
+4.1%
0.08%
-12.4%
Q3 2016$9,404,000
+15.7%
224,805
+14.7%
0.09%
+29.0%
Q2 2016$8,127,000
-40.1%
195,922
-42.3%
0.07%
+81.6%
Q1 2016$13,568,000
-11.3%
339,534
-14.9%
0.04%
-9.5%
Q4 2015$15,299,000
+110.6%
399,028
+104.2%
0.04%
+5.0%
Q3 2015$7,266,000
-6.9%
195,386
-3.8%
0.04%0.0%
Q2 2015$7,801,000
+9.4%
203,150
+11.7%
0.04%
+11.1%
Q1 2015$7,128,000
+26.8%
181,881
+28.9%
0.04%
+16.1%
Q4 2014$5,623,000
+25.7%
141,095
+20.1%
0.03%
+14.8%
Q3 2014$4,472,000
+4.4%
117,471
+4.9%
0.03%
+8.0%
Q2 2014$4,284,000
+11.7%
111,939
+7.5%
0.02%
+4.2%
Q1 2014$3,836,000
+322.9%
104,109
+320.9%
0.02%
+300.0%
Q4 2013$907,000
+32.2%
24,737
+23.3%
0.01%
+20.0%
Q3 2013$686,000
+3.5%
20,063
-1.0%
0.01%0.0%
Q2 2013$663,00020,2680.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 220,012$15,568,05054.37%
Keystone Financial Planning, Inc. 1,680,787$118,932,50041.55%
CGC Financial Services, LLC 674,274$47,711,65333.36%
Kellett Wealth Advisors, LLC 415,824$29,423,72125.21%
Reitz Capital Advisors LLC 182,801$12,854,57824.55%
Rezny Wealth Management, Inc. 900,063$63,688,45822.42%
Walker Financial Services, Inc. 318,384$22,528,83621.89%
Dechtman Wealth Management, LLC 997,308$70,57020.90%
Wealth Management Solutions, LLC 413,874$29,285,74320.08%
HHM Wealth Advisors, LLC 1,443,765$102,160,87319.96%
View complete list of SCHWAB STRATEGIC TR shareholders