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 | $35,283,766 | +106.1% | 498,640 | +111.5% | 0.01% | +166.7% |
| Q2 2023 | $17,122,634 | -37.2% | 235,784 | -36.7% | 0.00% | -40.0% |
| Q1 2023 | $27,267,903 | -43.7% | 372,716 | -41.9% | 0.01% | -54.5% |
| Q4 2022 | $48,431,942 | +25.1% | 641,143 | +10.0% | 0.01% | +22.2% |
| Q3 2022 | $38,718,000 | +17.4% | 582,838 | +26.6% | 0.01% | +12.5% |
| Q2 2022 | $32,971,000 | +74.4% | 460,300 | +92.0% | 0.01% | +100.0% |
| Q1 2022 | $18,910,000 | +27.6% | 239,700 | +30.8% | 0.00% | +33.3% |
| Q4 2021 | $14,816,000 | +75.4% | 183,300 | +61.1% | 0.00% | +50.0% |
| Q3 2021 | $8,449,000 | -3.9% | 113,800 | -2.1% | 0.00% | 0.0% |
| Q2 2021 | $8,789,000 | +18.8% | 116,227 | +14.5% | 0.00% | 0.0% |
| Q1 2021 | $7,401,000 | +120.7% | 101,500 | +94.1% | 0.00% | +100.0% |
| Q4 2020 | $3,354,000 | +209.4% | 52,300 | +166.7% | 0.00% | – |
| Q3 2020 | $1,084,000 | +326.8% | 19,607 | +347.0% | 0.00% | – |
| Q4 2019 | $254,000 | -87.2% | 4,386 | -88.5% | 0.00% | -100.0% |
| Q1 2019 | $1,988,000 | +10.4% | 38,022 | +11.9% | 0.00% | 0.0% |
| Q3 2018 | $1,801,000 | +76.9% | 33,976 | +63.6% | 0.00% | 0.0% |
| Q1 2018 | $1,018,000 | -18.6% | 20,768 | -15.0% | 0.00% | 0.0% |
| Q4 2017 | $1,251,000 | +4.6% | 24,445 | -7.8% | 0.00% | 0.0% |
| Q2 2017 | $1,196,000 | – | 26,523 | – | 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% |