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 | $5,540 | -0.0% | 78,293 | +2.6% | 0.21% | +0.9% |
| Q2 2023 | $5,542 | +11.9% | 76,314 | +12.7% | 0.21% | +1.9% |
| Q1 2023 | $4,954 | +3.1% | 67,720 | +6.5% | 0.21% | -4.2% |
| Q4 2022 | $4,803 | -99.9% | 63,585 | +16.5% | 0.22% | +18.7% |
| Q3 2022 | $3,625,000 | +5.8% | 54,574 | +14.2% | 0.18% | +9.6% |
| Q2 2022 | $3,425,000 | -3.5% | 47,809 | +6.2% | 0.17% | +5.1% |
| Q1 2022 | $3,550,000 | +56.2% | 44,999 | +60.1% | 0.16% | +56.4% |
| Q4 2021 | $2,272,000 | +24.0% | 28,108 | +13.9% | 0.10% | +9.8% |
| Q3 2021 | $1,832,000 | +3.7% | 24,677 | +5.6% | 0.09% | +2.2% |
| Q2 2021 | $1,767,000 | +10.2% | 23,366 | +6.2% | 0.09% | +4.7% |
| Q1 2021 | $1,604,000 | +1307.0% | 22,002 | +1137.5% | 0.09% | +1128.6% |
| Q4 2020 | $114,000 | -9.5% | 1,778 | -21.7% | 0.01% | -12.5% |
| Q3 2020 | $126,000 | +15.6% | 2,270 | +7.7% | 0.01% | 0.0% |
| Q2 2020 | $109,000 | -9.2% | 2,107 | -20.8% | 0.01% | -20.0% |
| Q1 2020 | $120,000 | -55.2% | 2,660 | -42.6% | 0.01% | -47.4% |
| Q4 2019 | $268,000 | +5.9% | 4,636 | +0.5% | 0.02% | -5.0% |
| Q3 2019 | $253,000 | -47.1% | 4,611 | -48.8% | 0.02% | -50.0% |
| Q2 2019 | $478,000 | +1.5% | 9,004 | 0.0% | 0.04% | -7.0% |
| Q1 2019 | $471,000 | +154.6% | 9,004 | +128.8% | 0.04% | +126.3% |
| Q4 2018 | $185,000 | +35.0% | 3,936 | +52.0% | 0.02% | +46.2% |
| Q3 2018 | $137,000 | +372.4% | 2,589 | +339.6% | 0.01% | +333.3% |
| Q2 2018 | $29,000 | +16.0% | 589 | +16.4% | 0.00% | 0.0% |
| Q1 2018 | $25,000 | +38.9% | 506 | +43.3% | 0.00% | +50.0% |
| Q4 2017 | $18,000 | +125.0% | 353 | +100.6% | 0.00% | +100.0% |
| Q3 2017 | $8,000 | – | 176 | – | 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% |