SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,795,254 | -33.4% | 1,396,202 | -31.6% | 0.02% | -30.0% |
| Q2 2023 | $148,281,398 | +64.2% | 2,041,881 | +65.4% | 0.03% | +57.9% |
| Q1 2023 | $90,292,316 | +22.5% | 1,234,176 | +26.5% | 0.02% | 0.0% |
| Q4 2022 | $73,719,486 | +78.5% | 975,900 | +57.0% | 0.02% | +90.0% |
| Q3 2022 | $41,302,000 | -8.1% | 621,738 | -0.9% | 0.01% | -9.1% |
| Q2 2022 | $44,928,000 | +9.8% | 627,228 | +20.9% | 0.01% | +57.1% |
| Q1 2022 | $40,934,000 | -28.1% | 518,869 | -26.4% | 0.01% | +250.0% |
| Q4 2021 | $56,970,000 | +136.4% | 704,806 | +117.1% | 0.00% | -33.3% |
| Q3 2021 | $24,100,000 | +27.3% | 324,619 | +29.7% | 0.00% | +50.0% |
| Q2 2021 | $18,930,000 | -26.0% | 250,340 | -28.7% | 0.00% | -33.3% |
| Q1 2021 | $25,592,000 | -36.4% | 350,969 | -44.0% | 0.00% | -25.0% |
| Q4 2020 | $40,220,000 | +66.9% | 627,070 | +43.9% | 0.00% | 0.0% |
| Q3 2020 | $24,095,000 | +103.7% | 435,708 | +90.6% | 0.00% | +33.3% |
| Q2 2020 | $11,830,000 | +42.0% | 228,600 | +23.5% | 0.00% | 0.0% |
| Q1 2020 | $8,329,000 | -3.2% | 185,170 | +24.6% | 0.00% | +50.0% |
| Q4 2019 | $8,607,000 | +10.9% | 148,600 | +4.9% | 0.00% | -33.3% |
| Q3 2019 | $7,762,000 | -46.4% | 141,710 | -48.0% | 0.00% | +50.0% |
| Q2 2019 | $14,475,000 | +163.1% | 272,700 | +159.1% | 0.00% | 0.0% |
| Q1 2019 | $5,501,000 | -18.3% | 105,229 | -26.6% | 0.00% | -33.3% |
| Q4 2018 | $6,736,000 | +166.5% | 143,410 | +200.7% | 0.00% | – |
| Q3 2018 | $2,528,000 | +16.3% | 47,690 | +8.1% | 0.00% | -100.0% |
| Q2 2018 | $2,174,000 | -47.7% | 44,100 | -48.0% | 0.00% | -50.0% |
| Q1 2018 | $4,155,000 | -24.6% | 84,740 | -21.3% | 0.00% | +100.0% |
| Q4 2017 | $5,513,000 | -0.9% | 107,727 | -9.4% | 0.00% | -50.0% |
| Q3 2017 | $5,564,000 | +107.7% | 118,876 | +100.1% | 0.00% | +100.0% |
| Q2 2017 | $2,679,000 | -28.4% | 59,400 | -29.3% | 0.00% | -50.0% |
| Q1 2017 | $3,742,000 | -42.6% | 83,960 | -43.9% | 0.00% | -33.3% |
| Q4 2016 | $6,520,000 | -6.2% | 149,661 | -8.9% | 0.00% | 0.0% |
| Q3 2016 | $6,952,000 | -4.9% | 164,304 | -6.8% | 0.00% | -25.0% |
| Q2 2016 | $7,307,000 | +368.7% | 176,339 | +353.3% | 0.00% | – |
| Q1 2016 | $1,559,000 | -47.0% | 38,900 | -49.0% | 0.00% | -100.0% |
| Q4 2015 | $2,943,000 | -39.5% | 76,304 | -43.6% | 0.00% | -50.0% |
| Q3 2015 | $4,863,000 | +61.1% | 135,291 | +71.7% | 0.00% | +100.0% |
| Q2 2015 | $3,018,000 | +24.6% | 78,800 | +28.2% | 0.00% | – |
| Q1 2015 | $2,422,000 | -35.2% | 61,453 | -34.5% | 0.00% | -100.0% |
| Q4 2014 | $3,738,000 | +346.6% | 93,800 | +332.3% | 0.00% | – |
| Q3 2014 | $837,000 | -72.3% | 21,700 | -72.5% | 0.00% | -100.0% |
| Q2 2014 | $3,023,000 | +115.5% | 78,994 | +107.6% | 0.00% | – |
| Q1 2014 | $1,403,000 | -3.8% | 38,043 | -4.4% | 0.00% | – |
| Q4 2013 | $1,458,000 | +63.6% | 39,775 | +50.3% | 0.00% | – |
| Q3 2013 | $891,000 | -48.9% | 26,463 | -50.3% | 0.00% | -100.0% |
| Q2 2013 | $1,743,000 | – | 53,280 | – | 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% |