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 | $1,266,959 | -13.2% | 17,905 | -10.9% | 0.21% | -5.4% |
| Q2 2023 | $1,459,022 | -4.2% | 20,091 | -3.5% | 0.22% | -7.9% |
| Q1 2023 | $1,522,462 | -5.4% | 20,810 | -2.3% | 0.24% | -11.1% |
| Q4 2022 | $1,609,005 | -99.9% | 21,300 | +3.1% | 0.27% | +8.0% |
| Q3 2022 | $1,372,712,000 | +2.9% | 20,664 | +11.0% | 0.25% | +10.6% |
| Q2 2022 | $1,334,040,000 | -8.5% | 18,624 | +0.8% | 0.23% | 0.0% |
| Q1 2022 | $1,458,206,000 | -2.4% | 18,484 | 0.0% | 0.23% | +1.3% |
| Q4 2021 | $1,494,065,000 | +8.5% | 18,484 | -0.3% | 0.22% | +0.9% |
| Q3 2021 | $1,376,709,000 | -1.7% | 18,544 | +0.1% | 0.22% | -6.0% |
| Q2 2021 | $1,400,630,000 | +5.2% | 18,521 | +1.4% | 0.24% | -9.3% |
| Q1 2021 | $1,331,662,000 | +32.1% | 18,261 | +16.2% | 0.26% | +22.2% |
| Q4 2020 | $1,007,991,000 | +31.5% | 15,715 | +13.4% | 0.21% | +16.5% |
| Q3 2020 | $766,476,000 | -13.3% | 13,860 | -18.9% | 0.18% | -12.1% |
| Q2 2020 | $884,049,000 | +11.0% | 17,083 | -3.5% | 0.21% | -12.7% |
| Q1 2020 | $796,336,000 | -21.5% | 17,704 | +1.1% | 0.24% | -6.3% |
| Q4 2019 | $1,014,366,000 | +5.1% | 17,513 | -0.6% | 0.25% | -12.8% |
| Q3 2019 | $965,067,000 | +3.2% | 17,617 | 0.0% | 0.29% | -5.5% |
| Q2 2019 | $934,941,000 | – | 17,617 | – | 0.31% | – |
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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% |