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 | $3,686,277 | -3.8% | 52,095 | -1.3% | 1.03% | +0.5% |
| Q2 2023 | $3,832,783 | -9.7% | 52,779 | -9.0% | 1.02% | -13.4% |
| Q1 2023 | $4,244,020 | -4.1% | 58,010 | -1.0% | 1.18% | -7.5% |
| Q4 2022 | $4,427,406 | +13.8% | 58,610 | +0.1% | 1.28% | +0.3% |
| Q3 2022 | $3,891,000 | -11.5% | 58,567 | -4.6% | 1.28% | -5.5% |
| Q2 2022 | $4,398,000 | -11.4% | 61,397 | -2.5% | 1.35% | +2.8% |
| Q1 2022 | $4,965,000 | -6.3% | 62,940 | -4.0% | 1.31% | +0.7% |
| Q4 2021 | $5,298,000 | +8.7% | 65,547 | -0.2% | 1.30% | -4.3% |
| Q3 2021 | $4,874,000 | -1.5% | 65,651 | +0.4% | 1.36% | -0.5% |
| Q2 2021 | $4,947,000 | +2.8% | 65,422 | -0.9% | 1.37% | -0.3% |
| Q1 2021 | $4,814,000 | -10.1% | 66,011 | -20.9% | 1.37% | -17.2% |
| Q4 2020 | $5,353,000 | +21.2% | 83,451 | +4.5% | 1.66% | +9.2% |
| Q3 2020 | $4,417,000 | +14.4% | 79,869 | +7.1% | 1.52% | +2.2% |
| Q2 2020 | $3,861,000 | +11.8% | 74,602 | -2.8% | 1.48% | -3.9% |
| Q1 2020 | $3,452,000 | -7.5% | 76,736 | +19.1% | 1.55% | +17.6% |
| Q4 2019 | $3,731,000 | +12.1% | 64,414 | +6.1% | 1.32% | +11.2% |
| Q3 2019 | $3,327,000 | +9.3% | 60,739 | +5.9% | 1.18% | +5.2% |
| Q2 2019 | $3,044,000 | +7.1% | 57,361 | +5.5% | 1.12% | +2.2% |
| Q1 2019 | $2,842,000 | +11.0% | 54,353 | -0.3% | 1.10% | -1.8% |
| Q4 2018 | $2,561,000 | -6.5% | 54,534 | +5.5% | 1.12% | +6.5% |
| Q3 2018 | $2,739,000 | +11.5% | 51,688 | +3.7% | 1.05% | +6.3% |
| Q2 2018 | $2,456,000 | +2.3% | 49,822 | +1.7% | 0.99% | -1.6% |
| Q1 2018 | $2,401,000 | -2.3% | 48,968 | +2.0% | 1.01% | +1.6% |
| Q4 2017 | $2,457,000 | +44.9% | 48,010 | +32.5% | 0.99% | +35.1% |
| Q3 2017 | $1,696,000 | +23.1% | 36,230 | +18.6% | 0.73% | +17.5% |
| Q2 2017 | $1,378,000 | +5.4% | 30,546 | +4.1% | 0.62% | -1.0% |
| Q1 2017 | $1,308,000 | +10.6% | 29,337 | +8.0% | 0.63% | +5.0% |
| Q4 2016 | $1,183,000 | +9.0% | 27,152 | +5.9% | 0.60% | +7.5% |
| Q3 2016 | $1,085,000 | +4.9% | 25,645 | +2.8% | 0.56% | -1.1% |
| Q2 2016 | $1,034,000 | +18.3% | 24,942 | +14.4% | 0.56% | +13.7% |
| Q1 2016 | $874,000 | +11.5% | 21,807 | +7.3% | 0.50% | +2.7% |
| Q4 2015 | $784,000 | +0.9% | 20,322 | -6.0% | 0.48% | -7.5% |
| Q3 2015 | $777,000 | -10.4% | 21,613 | -4.5% | 0.52% | -2.2% |
| Q2 2015 | $867,000 | +3.2% | 22,638 | +6.2% | 0.53% | +2.7% |
| Q1 2015 | $840,000 | +0.4% | 21,308 | +1.5% | 0.52% | -2.8% |
| Q4 2014 | $837,000 | +10.9% | 20,993 | +7.3% | 0.54% | +5.3% |
| Q3 2014 | $755,000 | -3.3% | 19,568 | -4.1% | 0.51% | -3.1% |
| Q2 2014 | $781,000 | +9.1% | 20,398 | +5.0% | 0.52% | +5.9% |
| Q1 2014 | $716,000 | +17.2% | 19,423 | +16.5% | 0.50% | +16.5% |
| Q4 2013 | $611,000 | +23.7% | 16,665 | +13.6% | 0.42% | +12.1% |
| Q3 2013 | $494,000 | +17.3% | 14,670 | +14.0% | 0.38% | +7.4% |
| Q2 2013 | $421,000 | – | 12,870 | – | 0.35% | – |
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% |